Professional Documents
Culture Documents
Javier Alcalde
1 Introduction
This chapter is based on a research funded by Esperantic Studies Foundation (ESF), whose support
is gratefully acknowledged, and supervised by Michele Gazzola and Bengt-Arne Wickström
(Humboldt-Universität zu Berlin, Germany), Mark Fettes (Simon Fraser University, Canada),
Sabine Fiedler (Universität Leipzig, Germany), Goro Christoph Kimura (上 智 大 学—Sophia
University, Japan), and Renato Corsetti (Università Sapienza, Italy). See also Alcalde (2015b, c,
2016a).
J. Alcalde ()
Universitat Autònoma de Barcelona, Barcelona, Spain
Universitat Oberta de Catalunya, Barcelona, Spain
e-mail: jalcaldevi@uoc.edu
and Skutnabb-Kangas. Several of the most influential Catalan and Spanish authors
are also included, such as Bastardas or Moreno Cabrera. Related to this discipline,
many experts in interlinguistics and esperantology are also presented. Among them,
Fettes, Tonkin, and Fiedler are the ones reviewed more in depth. The last theoretical
section is the one on law, and here the only two major authors are Mowbray and
Pupavac. As this chapter focuses on the emerging interdisciplinary research area of
linguistic justice, it deliberately departs from the notion of “linguistic rights.” There
are different overlaps between the two research areas, but the concept of linguistic
rights is the object of a distinct and vast literature, mainly anchored in law, which is
not possible to present here.
The text does not aim at exhaustiveness, but it offers examples of the different
theories and approaches related to the concept. Therefore, despite not discussing
every work from every relevant author, as a whole, it offers a broad panorama of the
state of the art in the field. When possible, the focus is on the criteria proposed to
decide how a fair society should be organized from a language policy perspective.
Given that this is a field characterized by an interdisciplinary approach, it is not
infrequent to find philosophers who write about economy, for example, or who
incorporate sociolinguistic insights. Therefore, some of the authors presented in
this chapter can be found in more than one section, whereas others are located in a
section which is different from their academic affiliation.
2 Political Philosophy
of his/her relationships with other individuals—not the language per se.1 Different
authors agree on this division focusing on different aspects.2
According to De Schutter, Peled, and others, the main flaw in the debate is an
inappropriate reliance on a very Westphalian and outdated empirical understanding
of the concept of language itself, which takes the world to be a set of separate
monolingual geographical areas populated by monolingual speakers. Therefore,
three are the main mistaken assumptions, which sociolinguists (among others) have
extensively proven wrong:
(a) Monolingual speakers
(b) Transparent boundaries
(c) Non-variable linguistic identity
For example, both Van Parijs and Kymlicka—to mention two of the most
influential authors in this field—recommend similar language policies, which
recognize a single official language to each territory. Van Parijs does so by following
the linguistic territoriality principle. Kymlicka argues for self-government rights
to each community to enable its members to maintain their own language and
culture. In other words, they try to make political and territorial boundaries coincide
with cultural and linguistic ones. But this concept of language and culture is
unrealistically homogeneous. In fact, such convergence is in the real world an
exception.
In this literature cases that do not fit very well into the frame of monocultural and
monolingual situations are treated as insignificant and vague details.3 However, they
include a vast number of diverse phenomena, such as cultural overlap, bilingualism,
cultural diffusion, diglossia, minorities within minorities, etc. Some examples are
the following:
(a) Two or more ethnic groups claim the same land.
(b) Two or more language groups live intermixed in a way that drawing consistent
borders around monolingual groups is not possible.
1 It has to be noted that some multiculturalists, the so-called communitarians (e.g., Sandel), would
not necessarily agree, because they understand the community as the subject of the analysis.
2 For example, De Schutter (2007) speaks about the constitutive nature of the speakers (or
When it comes to the target or the context of application of the language policies,
linguistic justice theories can be divided into three (interdependent) subdomains:
(a) Multilingual settings: regions with more than one language. However, authors
still disagree in a range of questions, such as if “immigrant languages” should
be treated like “native languages” or if it matters the fact that minorities are
concentrated in a region or dispersed through the country.
According to Patten (2001), the dominant language policies in the literature
are those who aim at:
1. Guaranteeing equality along linguistic lines, by promoting the equal success
of each of the languages. This kind of language policies often end up
encouraging language diversity.
2. Guaranteeing equality along nonlinguistic lines, by promoting, e.g., socioe-
conomic equality of opportunities. This kind of language policies often end
up encouraging language homogenization.
3. Giving equal support to all languages with a per capita prorating: bigger
language groups get more support than smaller groups.
4. Giving equal support to all languages with an inverse per capita rating:
smaller and weaker languages get more support than the bigger and stronger
ones.
(b) Interlingual settings: transnational constellations, such as the EU or the UN. On
one side of the spectrum, some scholars argue for linguistic pluralism, “politics
in the vernacular,” where each member speaks his or her own language. From
this perspective, translation will play a major role in these settings. On the other
side, the proposal is linguistic homogenization, i.e., each member switches to
a lingua franca (increasingly English), with or without compensation for those
people for whom that lingua franca is a second language.
(c) International linguistic settings: This deals with diversity as a moral value,
language death, and linguistic globalization. Some scholars think that every
language loss calls for urgent political action. The opposite view says that
there is nothing wrong with language death. Intermediate positions will call
for political action only when the causes for the loss are unjust.
70 J. Alcalde
(d) Global cities. A fourth emerging subdomain is the local level. For example,
a recent contribution by Fettes (2015) argues that in today’s highly urbanized
world, language planning should shift toward policies centered at the cities,
often more multilingual and cosmopolitan than their national or regional
counterparts.4
Among the whole universe of cases, some of them are particularly studied in
this field. Catalonia, the Basque Country, Belgium, and Quebec, to name a few,
are among those that account for many references in the literature, especially from
the perspective of minority rights.5 However, when it comes to thinking about
the possibility of applying a common international language, then the European
integration takes the lead, together with the UN and even the League of Nations, to
test the implementation of different theories of linguistic justice. In fact, one of the
better articulated proposals in the whole field of linguistic justice (Van Parijs 2011a)
takes precisely Europe as a point of departure.6
Within the discipline of (liberal) political theory, some of the most relevant pieces
of research on linguistic justice have come from theorists of multiculturalism (also
known as liberal culturalism, politics of recognition or politics of difference), as
part of their understanding of justice. In concrete, they have focused on linguistic
rights of minority groups. Among the main authors, Kymlicka and Taylor tend to
be the most cited ones. In this section I will also present other authors that, without
being explicitly multiculturalists, do share with them the criticisms to the liberal
equalitarian theories represented by Van Parijs.
From this perspective, linguistic justice means protecting the linguistic rights of
minority groups. The aim is to allow these minorities to use their language in the
public sphere to balance the injustice and inequality that would happen if they had
to shift to another language. And this is so even if the other language is majoritarian
in the society and it could, therefore, allow communication with a higher number
of human beings. Being able to maintain their own language and to use it in every
aspect of life is understood as part of their equality of opportunity. This way the
4 In this regard, also Tonkin (2016) considers the city as the center of the (language policy) analysis.
He draws parallels between building a city and building a language, with Esperanto being a
cosmopolitan identity across cities. About linguistic justice in the cities, see also Alcalde (2016b).
5 A relevant exception is Bjørhusdal (2016), who studies the case of Norway.
6 For an in-depth analysis of the linguistic justice proposals for international organizations,
including see Fettes and Bolduc (1998), Fiedler (2010), Barbier (2012), and Fettes (2015), see
Sect. 7 in Alcalde (2015b).
Linguistic Justice: An Interdisciplinary Overview of the Literature 71
context of choice is protected to the extent that every individual has freedom of
choice. Obviously, a first criticism of multiculturalism is feasibility. In other words,
in its purest version, this theory is not applicable because our societies are too
multilingual and they are made up with thousands of individuals speaking dozens of
different languages; therefore, it would not be possible to design a language policy
that effectively uses all of them in the public sphere. That is why multiculturalists
tend to recommend language policies that protect (some) established minorities (not
all of them), through language recognition (i.e., official status) for the minority
language and its use in the public education system. Typical examples of such
minorities who deserve language rights include the case of the Catalans in Spain
and the case of Quebec in Canada. In the next pages, I will review the most relevant
arguments related to this school of thought.
Kymlicka, Will. A famous quote by him (1995: 111) is useful to remind us that
the state cannot be neutral when dealing with language issues: “Many liberals say
that just as the state should not recognize, endorse, or support any particular church,
so it should not recognize, endorse, or support any particular cultural group or
identity. But the analogy does not work. It is quite possible for a state not to have an
established church. But the state cannot help but give at least partial establishment
to a culture when it decides which language is to be used in public schooling, or in
the provision of state services. The state can (and should) replace religious oaths in
courts with secular oaths, but it cannot replace the use of English in courts with no
language.”
He criticizes Rawls’ (1971) conception of equality, i.e., “whatever interest
individuals have in cultural membership is subordinated to their interest in securing
the liberties of equal citizenship” (Kymlicka 1989: 162).
In his different works, Kymlicka (e.g. 1995, 2001 and 2004) explains that our
life choices are always made from within a specific context which we cannot
choose. And this context is determined by our (language and) culture. Therefore,
people will have an interest in having granted access to their culture because it is
their culture which constitutes their context of choice. For this reason, all national
minorities should have the opportunity to maintain themselves as distinct cultures,
and language policies should be designed accordingly.
As far as immigrants are concerned, two goals need to be considered. In order
to achieve integration, they should learn the dominant language of their new state,
but in order to grant equality of life choices, there should be no requirement for
them to abandon their mother tongue. And a similar idea could be applied to those
international students who study abroad.
His distinction between national minorities and ethnic (or immigrant) minorities
has been very influential in the literature, but also criticized by authors such as
Meital Pinto or Iris Young. They show that such distinction is often blurred in reality,
and therefore, it could establish a normative bias and prejudice regarding the type
of rights every group should be entitled to.
Patten, Alan (2001), was one of the first political theorists to raise specific
research questions about linguistic justice:
72 J. Alcalde
7 See Sect. 2.5 of this chapter for an explanation of the differences between the principle of
territoriality and the principle of personality.
Linguistic Justice: An Interdisciplinary Overview of the Literature 73
other “liberal” areas, such as race, class, religion, ethnicity, or sexual orientation.
Thus, whereas we can easily imagine institutions which are neutral to those issues,
we cannot do the same with institutions which do not favor a language (or a small
set of languages) over others.
A general controversy is the issue of individual vs. collective rights: are language
rights essentially collective rights, or are they rights that individuals can exercise
independently of their community? In general, these authors support the idea that
language rights are individual rights.
Finally, the book also describes the different policy fields subject to linguistic
prescription: access to government services, participation in public and political
debates, employment rights, access to education and health, the situation of
indigenous and immigrant minorities, historical oppression, and language polices
as a tool to promote nationalist policies.
In another work, Patten (2009) surveys the different reasons authors have
provided to justify minority language rights.8 They are normative arguments
based on the premise that “the case for state monolingualism is widely accepted
and fairly compelling.” In fact, he starts by listing the advantages of having a
common language—in other words, the reasons for the state to privilege a single
particular language. Among the bad reasons, there are those linked to the particular
circumstances and interests of the dominant groups and, also, outdated assumptions
about the intrinsic superiority of particular languages, which would contradict
today’s accepted idea that all languages are sufficiently elastic and versatile to
express all sorts of pattern of thought.
However, there are other good reasons (related to the common good), to argue
for state monolingualism. We find most of them in authors such as Van Parijs,
Archibugi, or Barry.
First, to integrate all of its citizens into a common national framework based on a
common language and a common identity
Second, to guarantee equal opportunities to work in the modern economy
Third, to facilitate a deliberative dimension of democracy in the communities
Fourth, to have more efficient institutions which do not spend time or money on
translations nor on simultaneous interpretation
Fifth, to help promoting the welfare state, by generating the necessary solidarity and
social cohesion to provide public goods effectively and reliably
Most of these arguments have been challenged. For example, even if certain
minority language rights are recognized, it is possible (and likely) that the speakers
of that language will be able to speak the majority language as proficiently as to
participate in the society; therefore, a multilingual system could actually be more
efficient (from the perspective of Pareto efficiency) than a monolingual one. On
another front, a common language is not always related to socioeconomic and
9 See,e.g., Ricento (2015), who presents a collection of (mainly) non-western case studies on
developing countries, where English tends to increase wealth inequality, because it is related to
more opportunities only for the local elite.
Linguistic Justice: An Interdisciplinary Overview of the Literature 75
The main reasons not to have a societal culture are low numbers, territorial
dispersion, and low socioeconomic status. In these cases, Kymlicka’s argument
would actually defend state monolingualism to encourage minority language
speakers to learn the majority language to improve their context of choice.
4. The end-state argument states that if a particular language is not flourishing,
a language policy should be designed in order to protect that language. That
language needs to be valued by some people, e.g., because it is regarded
as an identity-constituting value, because there is concern with maintaining
intergenerational continuity, etc. Patten is not a big supporter of this argument,
and in general, he follows Rawls to argue that citizens should, in an otherwise
fair context, bear the costs of their own commitments and attachments.
5. Regarding the fairness argumentation, language rights should be determined by
an independently specified conception of fairness. Without them, there would
be unfairness in the social process that determines the availability of minority
language options. According to Pattern, this is the most promising line of
justification for minority language rights. In this subset of fairness arguments,
the author mentions three different positions:
The first one is characterized by authors such as Blake (2003), Barry (2001),
and, in a limited way, even Patten (2003b). They consider that in any society,
language options depend ultimately on millions of uncoordinated choices about
language use that individuals make every day in going about their lives. This
perspective is skeptical about language policies designed to protect vulnerable
languages and would support instead the status quo, as this is what individuals
have chosen. In my opinion, these authors neglect the role of historical processes
of language contact and language shift (including the existence of repression and
violence) in the current configuration of language use. Therefore, sociolinguistic
concepts such as “minorized languages” could not be understood by taking into
consideration only individual choices.
Other authors (e.g., Réaume 2003; Green 1991; Rubio-Marin 2003a, b, or
Peled 2010) argue that language choices are deeply influenced by the incentives
and opportunities offered by social practices and institutions. Particularly rele-
vant is the role of state and government decisions, as they raise the symbolic
and practical value of learning and using some languages and lower the value of
others. From this perspective, a language policy which privileges the use of the
majoritarian language for public communication would be unfair to the speakers
of a minority language who also value their language and would like to use it in
every context of their everyday life to see it survive and flourish. The authors who
support this line of argumentation would prefer instead to implement language
policies that ensure language minority rights aimed at the protection and the
security of their languages.
The third one is the argument advanced by Kymlicka (2001). According to
Patten, this is the most promising line of argumentation, the highest justification
in the scale of language rights (so far), and the last stage in the theorization of
minority rights. The argument is that when engaging in a nation-building process
(i.e., to support a series of policies designed to promote the integration of all
76 J. Alcalde
citizens into a societal culture based on its national culture and identity), the
majority needs to grant extensive minority cultural rights to prevent situations of
injustice. In fact, national minorities should be given the same opportunity than
the majority to engage in minority nation-building.
In the last section, Patten deals with several challenges faced by Kymlicka’s
theory when defining its relationship with fundamental principles of liberal justice
or with the principle of territoriality (in Kymlicka’s view, language rights are always
associated with a territory) or, most importantly, the need for concrete principles to
decide which groups are legitimately entitled to a right to nation-build. According
to Kymlicka, long-established national groups are the ones who deserve such right,
whereas immigrants do not. However, many authors have responded with specific
criteria based on general characteristics, such as size or territorial concentration to
allocate fair rights. Following them, some (large) immigrant groups could be entitled
to more rights than some (tiny) native ones.
To sum up, part of Patten’s (2009) classification of the five kinds of language
rights is derived from the pioneering work by Kloss (1977), who introduced the
distinction between toleration-oriented and promotion-oriented language rights.10
According to Patten, the first includes both toleration and accommodation rights,
whereas the second includes the rest of the categories he identifies: context-of-
choice, end-state, and fairness rights. As Patten says, many disputes about language
rights raise questions that concern promotion-oriented rights.
Musschenga, Albert W. (1998), in a non-frequent view, says that languages have
rights, because they are morally valuable in themselves. Therefore, there is an
intrinsic value in preserving all languages and cultures. The response of the majority
of scholars is that languages and cultures will only matter if they are desired by
individuals, who are the unique bearers of rights. Nevertheless, a language policy
inspired by Musschenga would try to preserve as many languages of as possible.
In fact, he uses the case of the Netherlands to conclude that “the dominant cultural
group should preserve clearly deviant minority cultures which have considerable
intrinsic value.”11
Another relevant typology in this field is the one suggested by Bourhis (e.g.,
Bourhis 2001). Social psychologist Richard Bourhis analyzes what happens in the
society in terms of the language policies which exist in different countries. In a
way, his typology can also be understood as responding to four different theories of
language justice. He situates them in a continuum, which includes pluralism, civism,
assimilationism, and ethnicism. These ideologies are not mutually exclusionary,
and, therefore, it is possible to find the same (liberal democratic) state in different
places of the continuum in each policy issue, such as education or public services.
10 We will talk again about Kloss (1977) when presenting the influential article by Pool (1987) in
The Bourhis team has been primarily concerned with western countries. Orig-
inally designed to examine ideologies (and state policies) toward immigrants, it
has also been used in a broader sense to include all minorities. These ideologies
exist as a combination of the state policies and the surrounding public support that
it is deemed were the basis of these policies, which are usually not codified into
constitutional form and are modified over time to reflect the changing circumstances
and attitudes of both the people and the government.
Following pluralism, language minorities should adopt public values of the
dominant majority. This might include the responsibility of all citizens to learn one
(or more) official language(s). However, minorities are free to maintain (private)
individual and native cultural values as long as they are within the wide confines
and boundaries of host laws. Private values include freedom of association in the
linguistic (and cultural and political) spheres but also the freedom for linguistic
minorities to learn and transmit their language. In general, there is a positive view of
minorities, which are considered richness for the society, and therefore, they should
maintain their diverse cultures to the extent that the government would support these
differences financially. Theoretically, this ideology supposes that both (majority and
minority) will transform themselves reciprocally due to sustained contact. However,
sociolinguistics has shown us that the majority language tends to transform (or even
assimilate) more the minority than the other way around (e.g., Laponce 2001). For
example, state policies toward immigrant groups in some Scandinavian countries
would follow this model.
According to civism, different cultural identities and values are allowed, but
not promoted by the host nation in a government policy of nonintervention. This
ideology is similar to pluralism, but here the government does not support them
financially. Actually, in multilingual states, it is translated into the support of the
cultural and linguistic interests of the majority, usually represented by the “neutral”
language of the (unique) nation. From this perspective, survival of the minority
language will depend on the market (i.e., offer and demand), which tends to favor
the dominant language. As an example, the author mentions that in many European
countries and various Latin American ones, the state tends to identify with a
“neutral” language policy.
Assimilationism supports both the adoption of public values by the immigrant
population and some private values of the host nation dominant culture. It normally
dictates a single language in the school system. It encourages voluntary (and
sometimes compulsory) cultural integration. This is expected to happen over time.
By using the (myth of) national unity, assimilationist policies have been designed to
reinforce the loss of minority languages. Examples of this ideology would include
the United States or France.12
12 Dasgupta (2017) suggests that minorities may be more open to assimilation if this includes
measures to secularize or deracialize the public sphere, mitigating this way the ethno-religious
or racial contestation.
78 J. Alcalde
13 Even if he does not use the term linguistic justice, I believe his understanding of the term
puzzle. In her view, even if immigrants have decided to keep their language despite
the fact that it could disadvantage them from a socioeconomic perspective, it should
not be assumed that their children have made the same choice.
May, Stephen. Despite not being a political scientist nor a philosopher, I think
Stephen May deserves a place in this section, as he has closely dialogued within
the political philosophy school. He is a sociolinguist critical of the popular belief
that the nation-state is always linked with the identification of a single official
language. In May (2003b) he argues that the idea that a common citizenship and
a common political space need a common language has been (and still is) used to
justify national monolingualism.
Building from historical sociolinguistics, he shows how, in the era before the
modern nation-state, multilingual communities persisted for generations. Even
today, in large parts of the world, universal or near-universal bilingualism as a
stable situation is the norm and not the exception, including European cases – such
as the Balkans or the most Anglophile nations of Europe: the Netherlands and the
Scandinavian countries. This empirical evidence contradicts most of the authors that
write in the volume edited by Kymlicka and Patten (2003), who seem to think that
bilingualism is either impossible or a step toward assimilation into the dominant
language.
May also criticizes the constitutivist notion that “language must define identity”
as an essentialist and reductionist view. Yael Peled and Helder de Schutter, among
others, will tackle most of these points and develop them further.
In another work (May 2003a), he presents inspiring ideas to strengthen the
arguments for advocating for minority language rights, either from the disciplines
of language ecology or from linguistic human rights. And he does so by addressing
three criticisms to these ideas, which he partially supports. The first one is a
tendency toward essentialism in articulations of language rights. Critics say that
language does not necessarily define who people are and so they are not always
related to their identities. That would mean that language loss is not so bad, because
the persons can adapt to a new language. In this sense, there has been argued
that individuals may well make their language choices on the basis of social class
rather than ethnicity. These are examples of methodological individualism, normally
through rational choice, which cannot capture the collective element of language
use. May’s answer is to understand the complexities of the debates on individual
and collective identities and their associated rights claims. That means accepting
the contingency of language and identity. Thus, while a specific language may
be identified as a significant cultural marker of a particular ethnic group, there is
no inevitable correspondence between language and ethnicity, and there are many
examples of mixed and blurred situations in the real world. However, even if in
theory language may be just one of many markers of identity, in practice, it is often
much more than that. May quotes Bourdieu to conclude that the habitus, including
linguistic habitus, is both a product of early socialization and is also continually
modified by individuals’ perspective. And following Bourdieu he proposes this
concept to explore inequalities in power between dominant and subordinate groups
and finds it useful to understand the language continuum, a dialogical relationship
Linguistic Justice: An Interdisciplinary Overview of the Literature 81
between linguistic continuity and change, rather than a dichotomous one, presented
by authors from language ecology and linguistic human rights.
The second one is the apparent utopianism and artificiality of “reversing language
shifts” in the face of wider social and political “realities.” Critics say that as much
as the process of language shift and loss is regrettable, there is little that can be
done about it. In fact, May agrees that biological/ecological metaphors can reinforce
such a view. According to him a change of perspective can help to overcome
such criticisms, in other words, to use a sociohistorical/sociopolitical point of view,
rather than a biological/ecological analysis of minority language rights. That means
speaking of the social and political power relations that underlie the question of
language loss (that Skutnabb-Kangas names linguistic genocide). This perspective
provides a counter-argument to criticisms of advocacy of minority language rights.
For example, the idea that such advocacy includes a moral component does not take
into account that all positions that are taken on language and minority rights involve
a moral dimension, reflecting the particular values and ideologies of their exponents.
And the third one is that the individual mobility of minority language speakers
is far better served by shifting to a majority language. This implies that the most
important aspect of language is its instrumental value and so, a rational individual
will end up choosing the majority language in order to have greater economic and
social mobility. This obviously does not take into account the identity dimension of
languages. And all languages include both dimensions: identity and instrumentality.
Also, their respective values change over time (e.g., in Catalonia the minority
language has increased its instrumental value in the recent decades). May goes on by
convincingly pointing to many inconsistencies of the arguments used by the critics
to minority language rights, such as Laitin and Reich (2003).
These ideas have implications for language policy and planning. Therefore, a
fair language policy should address the wider social and political conditions that
have framed most discriminatory language policies. He argues that this perspective
resonates with related research on the ideological influences of language policy,
which should mean a potential for collaboration between different academic
disciplines.
Drawing on political theory approaches, such as Barry (2001) and Van Parijs
(2011a), he argues in a more recent work (May 2014) against opposition to
multilingualism and the related privileging of English as global lingua franca. His
defense of both individual and public multilingualism is grounded in reasons of
linguistic justice, but also because it facilitates wider inclusion. In fact, empirical
evidence by Caminal and Di Paolo (2015) seems to support this idea.14
Pinto, Meital (2007), has an interesting interdisciplinary work, with insights
from three different disciplines: law, political theory, and sociolinguistics. By using
sociolinguistic (and anthropological sources), she presents a constitutivist approach
and argues that culture (and language) is a marker of identity. Culture and identity
are intimately connected to the point that, following the Sapir-Whorf hypothesis,
people can only experience and express their identity in their own language.
Based on philosopher Joseph Raz’s interest theory of rights, she claims that in
order to decide which minorities should have their language rights granted, the
interests of the different linguistic minorities in protecting their languages should be
comparatively evaluated. Due to the fact that, in general, resources are not unlimited,
the author concludes that the minority that possesses the strongest interest in its
languages should receive the strongest protection.
To present her theory, she examines the case of Israel, which shows the flaws of
Kymlicka’s distinction between immigrant and national minorities. “In the specific
Israeli context, in which the Russian minority constitutes a linguistic minority
that forms a semi-societal culture and has a strong connection to its language,
Kymlicka’s distinction is not relevant.” She uses instead the criteria based on the
strength of the interest in the language. Therefore, because Arabic constitutes an
exclusive marker of the cultural identity of Arab citizens in Israel, they will have
a stronger interest in their language than the Russian immigrants. Accordingly,
more extensive language rights (i.e., support for their language from the Israeli
government) should be granted to the Arabic-speaking minority than to the Russian-
speaking one. However, given the specificities of the Israeli case, even if her main
idea is original and suggestive, I think the potential of this contribution to analyze
other empirical situations could be overestimated.
From a supporting view of linguistic diversity, Ronald Schmidt Sr. (2014)
examines its implications for participatory political theory. According to him,
this implies clear advantages—named as the legitimation advantage, the common
good advantage, and the human-flourishing advantage—but also challenges regard-
ing communication effectiveness, social capital, and socioeconomic and political
inequalities. The essay also offers several suggestions to explore how to address
these challenges.
Rubin (2017) argues that identity-based normative justifications have little
leverage in the political arena and that is why despite normative theorists defend
policies of multilingualism, states remain reluctant to grant recognition and insti-
tutional accommodations to minority languages. For this reason, he presents three
nonidentity justifications of policies of multilingualism: the instrumental dimension
of language (access to multidimensional spaces in the political, social, and economic
spheres), utilitarian aspects about democratic performance, and (liberal) moral
values of equality, empowerment, and access. Concerning policy implications, the
author concludes that the state should only grant recognition to the languages of
substantial minorities (in terms of size or proportion) and regardless of their history
and legacy. Additionally, he defends that the number of official languages should be
expanded while requiring every citizen (including new immigrants) to comprehend
at least one of them. As far as small groups (historic or immigrant) are considered,
and given that the state cannot bear the cost of granting official status to their
minority language, they would not need to abandon their original culture, but their
members would have to learn an official language.
Linguistic Justice: An Interdisciplinary Overview of the Literature 83
Liberal equalitarian authors follow Rawls (1971) and his principles of justice
to consider language as an asset, an instrument to achieve a society with higher
socioeconomic and political equality but also with higher equality of opportunities.
This concept of equality was first understood as having civil and political rights.
Later, authors like Barry and others will add socioeconomic rights. From this
perspective, equality is shared by all citizens, and so citizenship needs to be
universal and not multicultural.
One of the current authors who follow Rawls’ theory is Andrew Williams. In
Williams (2011) he deals with the following question: “if a state had to choose
between making its poorest citizens as rich as possible or protecting a particular
language as a primary means of communication in public life . . . would this be a
moral conflict?” He assumes that resources are limited and that linguistic protection
has economic costs, including the greater difficulty for firms to induce highly skilled
foreign workers to relocate there and the lower economies of scale involved in
teaching a minority language. He also assumes that under some conditions there
can be solid reasons to use political means to protect a threatened language, such as
a historical background based on rights violations or distributive injustice.
Following Rawls, Williams argues that in absence of such background, if the
wealth maximinimizing requirement needs to be granted, linguistic protection
cannot be a fair policy. For this reason, those interested in protecting languages
should renounce the maximinimizing requirements that according to Rawls are
necessary to achieve (socioeconomic distributive) justice. Therefore, Williams’ line
of thought is close to those authors who think that socioeconomic equality should
have preference over language equality. From this perspective, a policy designed to
protect a language will most likely be unfair to the least advantaged members of the
society.
According to Bonotti (2017), a Rawlsian perspective on language and linguistic
diversity should include the principle of equal basic rights and liberties, the value of
self-respect, and the principle of fair equality of opportunity. In his view, only the
third one can justify policies of multilingualism, because it is related to democratic
deliberation to identify people’s linguistic identities and preferences about language
policies. As far as these deliberations result in demands for multilingual policies, the
state will have to fulfill them, including various forms of official multilingualism,
such as bilingual education.
Based on Amartya Sen’s capability perspective, Lewis (2017) proposes a
“capability-based approach” to fair and just linguistic conditions. He argues that
certain personal and environmental factors (e.g., implicit social norms and conven-
tions) prevent people from effectively converting their formal resources (e.g., rights,
goods, and services) into opportunities. Accordingly, the effects of such factors
should be tackled through indirect and long-term policy programs rather than direct
and formally administrable remedies. Also Shorten (2017) considers that linguistic
environments can deprive people of capabilities even when they equip them with a
fair share of resources. As an example, he mentions an immigrant worker with only
limited fluency in the majority language, which is enough to securing employment,
but not to participating in politics, accessing medical services, etc. The author is
Linguistic Justice: An Interdisciplinary Overview of the Literature 85
aware that in order to be applied, this approach needs that a satisfactory list of
capabilities can be agreed upon.
Barry, Brian (2001), presents an (infrequent) pure instrumental view of language.
He believes that linguistic equality is not a positive aim per se. In fact, linguistic
inequality and assimilation could end up in greater equality of opportunity. He
denies the concept of (collective) minority rights and argues that language should
not be a political issue. Therefore, the state should remain neutral, as it remains
neutral in other similar issues, such as religion. By including language issues in
the political agenda, nationalist (conservative) politicians are able to keep social
equality out of it.
According to Barry, our language is a mere local convention, an arbitrary tool
for communication, and so it is not a constitutive aspect of who we are. From
this (pragmatic) perspective, “democratic states have every reason for pursuing
the course that leads to linguistically homogenous polity,” and so, he does not
recommend a language policy that promotes the teaching of minority languages for
(in)efficiency reasons, because they do not have as practical use as other subjects.
Therefore, language policy should aim only at achieving nonidentity-related goals,
such as equality of opportunity or democratic deliberation.
Laitin, David, has studied different aspects of the relationship between language
and conflict, using formal models, statistics, and also extensive qualitative research.
Some of his researches could also be placed in the economics section of this chapter.
In general, he says, “cultural diversity is exciting and beautiful. At the same time,
diversity comes along with all sorts of political difficulties. So, I want to know how
you can sustain diversity and make it politically peaceful” (quoted in Gupta 2011:
20303).
He maintains that, to a certain extent, geography explains multilingualism. In
concrete, data show that there are more languages spoken per square kilometer; the
closer we are to the equator, the higher up we are in the mountains and the longer the
growing season. However, due to the fact that there are no clear causal hypotheses,
this could be a case of correlation without causation. On another front, if we would
like to design a language policy that promotes multilingualism, these findings could
be useful.
When it comes to the decision of learning a language, Laitin has proposed four
different factors:
(a) The main incentive is the expectation of the number of people who are going
to make the same choice, i.e., learning the language. He mentions the failure of
Esperanto, as learning the international auxiliary language only makes sense as
long as there are other people who decide to learn it.
(b) There are also the economic returns for language: the son of (Spanish) non-
Catalan parents realizes that if he learns Catalan he can get a better job, because
Catalans (the out-group) are extremely welcoming of people who made the
effort to learnt Catalan. This would be an incentive.
(c) A third one is called “jungle fever,” and it is related to the possibility of
diminishing your in-group status, within the minority group you are a member
86 J. Alcalde
of: some African Americans may feel that African Americans dating whites are
traitors to their own community. This would be a disincentive.
(d) The last one is status in the out-group, or majority. Even if a member of a
minority group learns the majority language, if people can know that he is not
from the majority group, there will not be any economic return. This would also
be a disincentive.
Accordingly, language policies aiming at encouraging the learning of a language
should take into account these four mechanisms that may become positive or
negative incentives.
Similarly, in other works (Laitin 1997, 2007), he finds that language shift serves
as a compelling measure for cultural assimilation or separation. For example, after
studying the Russians living in the new ex-Soviet republics, he found that the main
reason they decided to learn the (new) national language was (out-group) status.
Thus, they were more likely to learn a language associated with high status (e.g.,
Estonian and Latvian) and less likely to learn the language of other nations, e.g.,
Kazakhstan or Ukraine, which are not associated with high status. From this fact,
we could conclude that in order to promote the learning of a language, we should
implement policies that increase the perceived status associated to the speakers of
that language.
In Laitin (2004) Language Policy and Civil War, he maintains that the decision
of recognizing minority languages does not depend on the degree of attentiveness
of the country toward the ethnic minorities, but on the fact that these countries are
particularly weak. This has direct implications for the concept of linguistic justice,
because, according to him, “the steady increase in state recognition of languages
cannot be interpreted as a trend toward justice; rather it appears to signal a trend
toward state weakness.”
The introduction in the analysis of the variable weak/strong state leads him to
conclude that the official recognition of language diversity has different implications
depending on the country that performs it. For weak states, such recognition is very
risky and might be connected to armed conflict and even civil war. For more stable
states (e.g., West Europe and North America), it will only mean cultural concessions
to powerful minority groups. According to Latin (2004: 183), “states that are weak
(especially those coming out of colonial rule) and groups that can undermine state
power conjoin to yield linguistic recognition and this would explain the correlation
between language concessions and civil war.”
This idea is further developed by taking into consideration the existence of a
strong ethnic group:
(a) In case of weak groups and strong states, there are no civil wars and no linguistic
concessions.
(b) In case of strong groups and weak states, it seems to be both linguistic
concessions and high probabilities of civil war.
(c) In case of strong states beginning to weaken, we might see linguistic conces-
sions but no civil war.
Linguistic Justice: An Interdisciplinary Overview of the Literature 87
Despite the fact that this work does not include any normative concern, from a
language policy perspective, it nevertheless can be useful. Indeed, these findings
suggest that weak states should be very careful when implementing linguistic
concessions, because in some cases (when there are strong ethnic minorities), this
could lead to violence.
In another work, he accepts linguistic concessions, as long as there is enough
political or social mobilization that demands it. Together with Laitin and Reigh
(2003), Laitin begins by attacking language rights-based conceptions. They divide
liberal normative approaches to language policy in three categories: compensatory
justice, liberal nationalism, and liberal culturalism:
(a) Using the Catalan case as an example, compensatory justice is identified with
the idea that linguistic minority communities are (or have been) the victims
of unjust policies. For this reason, language rights would be justified with the
aim of compensation. However, it could be argued that the number of minority
language speakers that are willing to accept compensation in order to integrate
into the majority community is not clear. If they envision their language as
something of intrinsic value, this undermines claims for compensatory justice.
(b) (Liberal) nationalist scholars understand language policy as a mechanism for
(re)claiming cultural sovereignty or national territorial rights. Language, thus,
is the proof of the existence of a unified nation and its desire to promote its
language. Latin and Reich regard this position as incompatible with liberalism,
since it entails a state authority over people’s freedom to live in the language
they choose.
(c) Liberal culturalism is the position Laitin and Reich associate with Will Kym-
licka, which considers those groups which share an identity as a single entity,
whose rights deserve protection. They point out the difficulties this presents for
the individualistic approach of liberal theory, due to the fact that these groups
do not have a common view about what they want or need.
Having seen the problems of the three liberal approaches to language policy, they
offer a fourth alternative: the prospect of politically negotiated language rights. In
this perspective, language rights depend on the social/political mobilization behind
them. In other words, if a language community is able to mobilize (e.g., electorally)
within a system of democratic decision-making to secure its language rights, then
these rights should be secured. Otherwise (even if criticizing practices such as
the beating of children for using their own language in school), they do not see
any particular liberal contradiction with monolingualist policies. By doing so, they
explicitly advocate for the politicization of language issues, which would be only
limited by general liberal principles of fair behavior toward individuals.
Laitin and Reich use the (positive) examples of Quebec and Spain as places
where political negotiation has secured language rights to the regional minorities.
However, in another work (Laitin 2011), David Laitin has criticized such politiciza-
tion in several cases, including the case of Catalonia. Following William Riker’s
concept of heresthetics, he affirms that politicians use nationalism as a second
dimension of political contestation in order to split the votes of the poor.
88 J. Alcalde
The language policy that follows from Laitin and Reich’s political theory is more
interested at explaining reality (i.e., justifying the status quo) than at changing it
(i.e., improving situations of language injustices).
In another work (Laitin 2013), he mentions a previous research in which he
argued that the language policy of the EU should follow the Indian model, the so-
called 3+/−1 language system. This is said to be a multicultural and multilingual
equilibrium: English as the language for business, Hindi as the Indian (so-called
cultural) language, and a third one depending on the state you are from. Then, you
might need a fourth one if you are from an ethnic minority, or it may also be the
case that the official language in your state is Hindi. In that case you will only
need two languages: English and Hindi. In my opinion, this approach improves
from other political theory analysis because it admits (and even is based on) the
fact (extensively shown in sociolinguistics) that an individual can be bilingual
and trilingual and it implicitly recognizes that this fact is more the norm than
the exception.16 On the negative side, it does not address the fundamental justice
question presented by a situation in which some people need to learn two languages
to be fully integrated in society, whereas others need three and others four.
In the European Union, the application of this logic gives us a 2+/−1 language
system. According to Laitin, “the language of Europe is English.” Then, if you are
not a native English speaker, you will need to learn the official language of your
country, e.g., Spanish in Spain. If you are a member of an ethnic minority, you
might need a third one, e.g., Catalan in the Catalan region of Spain. He simply
says that this is what it is increasingly happening now (and so eventually will be
the future) in the EU, a system or language repertoire “which everybody shares
and everybody understands.”17 Implicitly, he seems to say: “and this is the right
(and most efficient) way of dealing with the language issue.” From this perspective
language policy in the EU should promote English in every country plus the national
language. In cases where a minority (concentrated in a territory) has a language of
its own, this language should also be protected and promoted. To sum up, these
recommendations are not very different from Van Parijs’ proposals.
When it comes to the economic side of his work, in an interview in 2009, Laitin
explained his research on whether multilingualism at the state level was associated
with poverty (Tordera 2009). In particular his research question was “if in a well-
established state you give linguistic autonomy to a region, what is the expected
loss on GDP?” Since the empirical evidence he found was negative (there was
no expected loss on GDP associated to linguistic concessions), he does not longer
believe that multilingualism is necessarily associated with lower economic growth.
This finding could support language policies designed to promote multilingualism
in a community or in a state.
16 “Language has special appeal”—he says—“because unlike religion or race, it is cumulative. You
do not have to give up Somali to learn English, but you must give up Christianity to become a
Muslim” (quoted in Gupta 2011: 20301).
17 See Peled (2015) for a more developed concept of language repertoire.
Linguistic Justice: An Interdisciplinary Overview of the Literature 89
18 See, e.g., Van Parijs (2000a, b, 2003a, b, 2004, 2007, 2010, 2011a, 2013, 2015, 2016).
19 For the idea of linguistic justice connected to EU-wide institutionalized social policy, see Van
Parijs (2016).
Linguistic Justice: An Interdisciplinary Overview of the Literature 91
will remain monoglots as opposed to the rest of the world, and that is also
a disadvantage. With the expansion of English in the long term, however, the
problem would wither away. As everyone would be able to speak fluently the
language, there would be no advantages for the English natives.
(b) As equality of opportunities, language is considered as capital, an asset, a
productive skill. The problem is the native English-based multidimensional
advantage. The author creates a new category of people, the linguistically
handicapped, who face an inequality of opportunity due to the fact that
their mother tongue is not English. Among the solutions, Van Parijs (who in
other works had suggested a specific tax to compensate those linguistically
handicapped) uses his idea of a universal basic income. He also proposes a ban
on dubbing and the virtuous circle of dissemination (i.e., language immersion
in the school, etc.), so that in the long term, the disadvantage is reversed.
(c) As equal dignity, language has symbolic value. The problem is that those
who are not proficient in English will suffer from an absence of recognition
of their dignity. As far as the solution is concerned, we should apply the
linguistic territoriality principle (which somehow contradicts his big support
toward fostering a lingua franca). According to Van Parijs, we would then
achieve respect for every language which is official in each territory by the
principle of reciprocity, ensuring the survival (at least in the short term) of those
languages and also the pacification of linguistic conflicts. This solution faces
other challenges when it comes to setting the (necessarily arbitrary) borders
of the territories, but also in terms of its implementation. Nevertheless, the
long term again minimizes this problem, because we are heading toward the
vanishing of linguistic identities.
According to Van Parijs, linguistic diversity based on the principle of territoriality
is “the firmest and increasingly the only serious” protection for cultural diversity.
First, it is a stabilizer of the population. Second, it avoids disruption of little
communities, and by doing that it stops socioeconomic solidarity, given that the
self-identification with the language of the territory favors social cohesion. Third,
it avoids linguistic conflicts in multilingual territories, such as segregation in
education or the inequalities derived from the different linguistic uses in a territory.
Finally, the most important benefit is the fact that in each territory, there would be
an adequate language for the process of democratic deliberation in equal conditions.
However, it can be argued that frequently we find territories where different
languages are spoken. In multilingual territories, those linguistic minorities, which
do not feel the official language of their territory is their language, would not have
linguistic recognition.
In Van Parijs’ theory, a big cost for the citizens (in the short term) is the
learning of the lingua franca, necessary to achieve a better communication outside
the territory. And this is the main basis for the economic inequality in the
communications with the natives of the territory where the lingua franca is spoken.
That is why such inequality should be compensated by the speakers of the lingua
franca in order not to act as free riders, because they would also benefit from
92 J. Alcalde
communications with the rest of the citizens from other territories without effort
nor cost to learn the language.
With the extension of the global lingua franca, high-skilled workers (those who
are proficient in the lingua franca) would tend to migrate toward territories where
the lingua franca is spoken. In different works, Van Parijs has faced this issue
through different mechanisms, including a fiscal system favorable to those high-
skilled workers, a language tax to be paid by the territories where the lingua franca
is spoken but also by poaching the web (e.g., Jstor). However, we have to keep in
mind that this would be a temporary situation, because in the long run, learning
the lingua franca would have a much-reduced cost and so it would be available for
everyone.
As we will see when examining authors such as De Schutter or Peled, this
perspective has been highly criticized. For example, recent compilations of articles
have also challenged Van Parijs’ ideas, such as De Schutter and Robichaud (2015),
to which he has responded by clarifying his claims and making some concessions
(Van Parijs 2015). In the first place, several authors, such as Sue Wright and
Stephen May, emphasize sociolinguistic complexities which are absent in Van
Parijs’ analysis. Van Parijs accepts the criticism, but he argues that even if he accepts
most of them, this does not invalidate the main points of his analysis.
Wright (2015) considers that in the era of globalization and linguistic superdi-
versity, current theoretical tools do not allow us to grasp transnational language
practices and patterns of contact, which are more function driven than in the past.20
In order to understand them, a new linguistic paradigm is needed, one beyond
the conception of language as a system related to national monolingualism and its
divisions.
May (2015), like Bauböck (2015), emphasizes the symbolic and identity func-
tions of language. Moreover, in the same line than Laponce (2015), May argues
that Van Parijs ignores issues of power and inequality, including those related to
the different English language varieties. He also affirms that Van Parijs’ conception
of linguistic territoriality does not face linguistic hierarchies already taking place.
Most importantly, May stresses the idea that Van Parijs’ monolithic view of English
does not correspond with a world where many different Englishes coexist. Due to
each of them has a different status and communicative uses, access to them cannot
be linked to social and economic mobility, as Van Parijs has suggested.
On another front, Robichaud (2015) refines the cooperative justice argument by
pointing out that if we accept English as the inevitable global lingua franca, the
contribution by native Anglophones is not needed and so they are free to benefit
from the system without paying any cost. Otherwise, if the configuration of the
(future) global linguistic regime is unclear, he proposes particular benefits that
would only be accessible to native Anglophones through cooperation, i.e., through
contributing to the creation of English as a global lingua franca. This way the
cooperative justice argument is amended so that native Anglophones share the cost
of those deciding to learn English to improve their social and economic chances.
As it might be difficult to objectively determine individual interests in languages,
the same author in another work (Robichaud 2017) builds on the notion of market
failures—both insufficient information and externalities—to justify coercive and
state language policies to make speakers equal. In his view, allowing individuals to
choose which language to learn, speak, and transmit is bound to produce suboptimal
results, whereas choosing a collective strategy democratically about the medium of
instruction, language in the workplace and other social domains, could help solve
such market failures.
Van Parijs’ petition to accelerate the dissemination of the lingua franca is
challenged by Réaume (2015). From a theoretical point of view, she criticizes the
understanding of equality by rational choice approaches based on the democratic
benefits of linguistic uniformity. On the one hand, a focus on equality of opportunity
and social mobility through lingua franca competence does not take into consider-
ation the long-term consequences for nonnative communities. On the other hand,
even if the idea of compensating the losers of the competition between languages
can increase the level of equal opportunity for individuals, this will happen at the
expense of increasing the inequality among language communities.
Stilz (2015) affirms that Van Parijs lacks a convincing account of why global
English poses a threat to parity of esteem for other linguistic communities. She
offers the argument that it does so only because background power inequalities
are driving its adoption. She also argues that official multilingualism provides a
superior approach than linguistic territoriality to managing linguistic heterogeneity.
In a similar vein, Weinstock (2015) challenges Van Parijs’ assumption that most sit-
uations in which smaller languages are threatened by larger ones can be assimilated
to “colonial cases,” in which there is a clear injustice as between the two linguistic
groups. Moreover, he argues that the amount of coercion that would have to be
applied even within linguistically defined territories in order to avoid the erosion
of the smaller language has been underestimated. Van Parijs (2015) responds that
in his view even in cases without political or economic oppression, the fact that
speakers of the stronger language do not learn (and use) the language of the local
community can be considered as a deviation from justice as parity of esteem. And
he complements this idea by aligning himself with Patten’s (2014: 225) “hybrid
thesis,” i.e., a position that tries to combine both the recognition of every (native)
language present in a territory and the (coercitive) support of the locally dominant
language.
Laponce (2015) agrees with the two main arguments by Van Parijs in favor of
English as the global lingua franca and in favor of the territorial protection of the
languages of minority nations, but for different reasons. About the first one, he does
not think that English as a lingua franca will be a matter of justice; however, it has
to be done for reasons of convenience. So, for the purposes of this chapter, despite
his coincidental agreement with Van Parijs, Laponce acknowledges that this mean
being unfair to nonnatives. About the second one, he grounds territorial protection
as a fundamental right of national self-determination. Similarly, Bauböck (2015)
94 J. Alcalde
argues that Van Parijs’ theory does not take into account the value of language as
an instrument for political self-government. According to him, a universal right of
individuals to membership self-governing polities would increase egalitarian global
justice, which would help to defend coercive territorial language regimes.
According to Wickström (2016a), the solution by Van Parijs is connected to
domain losses in other languages and the development of diglossia, as well as to
unintended welfare effects of changes in language use due to changed perceptions
and possibilities. The other languages will no longer serve to discuss themes related
to the lost domains.
According to García (2016), Van Parijs misses to address the legitimacy issue.
That is, any language regime needs to be acceptable to and be supported by a
majority of the citizens. From this perspective, it is relevant to decide the boundaries
of the political community at which the expression of citizens’ preferences should
be measured. In her view, there is not enough empirical data available on citizens’
language regime preferences, so we cannot know if a particular language regime is
accepted or not by the citizens.
Contrary to Van Parijs, Marácz (2016) argues that languages and multilingual
communication are relevant for the development of Social Europe. Thus, in the
current unfair situation, there is a European elite who speaks a European variety
of global English, whereas half of the EU citizens do not have any knowledge of
English at all. On the one hand, decontextualized English cannot mediate between
the different political cultures in Europe that are rooted in language, as defended by
Barbier (2013, 2014). On the other hand, an English-only policy would privilege
those higher educated and better-off in Europe (as argued by Gazzola 2014b),
challenging this way a more equalitarian Social Europe. Marácz concludes that
in order to overcome this situation, we need a neutral, transparent, and accessible
lingua franca. Probably Van Parijs would agree with that conclusion and add that this
needed lingua franca is precisely the English that we already have. And probably
Marácz would respond that his argument is actually that English is not neutral,
transparent, and accessible enough.
Morales-Gálvez (2016) considers that a fast expansion of English is connected
to the globalization of an Anglo-American life-world that impoverishes global
democracy. From this perspective, language diversity matters (as argued by Grin
2011), as it helps to preserve different moral opinions, something needed in a
meaningful democratic-deliberative process. If the solution proposed by Van Parijs
is implemented, the author concludes it might be that more voices could be heard,
but with less substantial diversity of opinions.
Using the example of the Catalan case, Castaño (2006) has proposed a modified
version of Van Parijs’ theory, by suggesting a territorial multilingualism based
on a non-pure application of the territorial principle. The idea is that we do not
need to limit the official languages in a territory to a just one because linguistic
substitution can be avoided in other ways. The aim has to be to find an equilibrium
between (some of) the languages in a territory, not all of them, because this would
be impossible in practice. This theory argues for a multilingualism of the whole
population based on the territorial principle: the inhabitants of a territory should
Linguistic Justice: An Interdisciplinary Overview of the Literature 95
know the minority language of that territory (e.g., Catalan) the “local” lingua franca
(also understood as the majoritarian language, i.e., Spanish) and the global lingua
franca as a third language, i.e., English.
Stojanovic, Nenad (2011), defends the proposal of a single federal electoral
district for Belgium, first suggested by Deschouwer and Van Parijs (2009)21
and which also mentions Dave Sinardet (2011). Stojanovic’ chapter deals with a
particular aspect of the proposal: the linguistic quota system (i.e., reserved seats for
language groups).22 According to Deschouwer and Van Parijs, “in the absence of
quota many voters will be reluctant to support a politician from the other language
group for fear of contributing to a reduction in the representation of their own group
in the Parliament.”
For Stojanovic, this aspect of the proposal creates two problems: one is related
to legitimacy and the other one to non-territorial quotas. The first one is illustrated
by the fact that, potentially, French speakers alone could decide who would occupy
the Flemish quota and vice versa. About the second one, his research has shown
that, as a general rule, such quotas should be avoided in free and democratic
liberal societies, which attribute individual rights on the basis of territorially linked
citizenship and of membership in non-territorially defined groups.23
Inspired by the Swiss case, Stojanovic proposes three amendments to the Pavia
Group proposal. In order to solve the legitimacy problem, he suggests using a
formula of geometric mean to fill the seats reserved for each region. Secondly, he
advocates for linguistic balance by introducing territorial (instead of linguistic non-
territorial) quotas on the basis of the three existing regions. Finally, he proposes
the use of a majoritarian instead of a proportional electoral system, which would
complement the other two suggestions.
From a language policy perspective, these suggestions follow Van Parijs’ main
ideas. For example, it reflects a clear belief in the linguistic territorial principle
for Belgium (and potentially for the EU), which has been criticized by Helder de
Schutter (2008) and David Robichaud (2011) among others.
Sinardet, Dave, starts from Habermas’ democratic theory and his concept of
public sphere as a prerequisite for democratic legitimacy. Sinardet quotes Fraser
to explain this idea: “Democracy requires the generation, through territorially
bounded processes of public communication, conducted in the national language
and relayed through the national media, of a body of national public opinion”
(Fraser 2007:7). The challenge is to apply the concept of public sphere to a
21 This text is also known as the Pavia Group proposal. The Pavia Group is made up by a group of
intellectuals, who aim at providing concrete solutions for linguistically heterogeneous polities such
as Belgium or the European Union. The group is coordinated by Philippe van Parijs, and its name
stems from the place where its members gather: Van Parijs’ house in the Pavia Street in Brussels.
See www.paviagroup.be.
22 In a book originally written in the form of nine philosophical dialogues, this author has studied
extensively the possibility of using quotes in public policies dealing with linguistic diversity. See
Stojanovic (2013).
23 See Stojanovic (2008).
96 J. Alcalde
24 Sinardet is a member of the Pavia Group, chaired by Van Parijs, who has developed several
proposals to reform Belgium from an institutional point of view. One of these proposals includes
the introduction of a federal electoral district to elect part of the federal representatives.
Linguistic Justice: An Interdisciplinary Overview of the Literature 97
one another, there is an endless number of different languages which restrict the
ability to communicate. This is a cosmopolitan, not an international anxiety, that of
the bourgeois who travels for business or pleasure, of nomads more than of stable
productive citizens. They would like artificially to create consequences which as yet
lack the necessary conditions . . . (Gramsci 1987: 27).” From this, Ives constructs
the notion of linguistic hegemony to contribute to the debate about English as an
international language by claiming such hegemony is not neutral, but has cultural
(and socioeconomic) effects: “When and where English as a second language was
taught primarily in private schools or is limited to children of the middle-class and
wealthy, it becomes a crucial element of an international business class structure.
It facilitates the growth and spread of multinational corporations and trade” (Ives
2006: 136–137).
In a recent work (Ives 2014), he argues that dominant approaches within political
theory to language justice and language rights assume individualistic and instru-
mentalist conceptions of language, related to liberal authors such as John Locke. He
suggests scholars should explore other theoretical perspectives, including Antonio
Gramsci, Valentin Voloshinov, and Mikhail Bakhtin. In a similar vein, Thomas
Ricento (2014) explores the underlying linguistic conceptions of (liberal) political
theorists. In particular, he argues that most of the views on the terms “language” and
“culture” from normative political theorist are connected to particular conceptions
of the nation-state that consider language as something stable and mainly used for
communicative purposes while ignoring several facts about language inequalities.
For example, he stresses that speakers of nonstandard varieties of languages
(including English as a lingua franca) are socially marginalized because of their
speech variety, which has consequences on their employment perspectives and
citizenship rights. Ricento advocates for multidisciplinary approaches that include
awareness and acknowledgment of the different disciplines to develop common
ways of rethinking concepts such as language rights.
Fleurbaey, Marc (2011), argues that the replacement of English by Esperanto as
a lingua franca would have two negative effects: First, the distribution of individual
well-being would have higher costs than gains. According to him, an artificial
language needs to be learnt by all,25 and despite some people would gain in the
operation because Esperanto is simpler than English and because access to the labor
market would be more equal, the gains would be small compared to the cost endured
by the Anglophones who must learn Esperanto. For this reason, he will end up his
text by recommending the promotion of English as the international language.
However, the whole chapter revolves around a second effect of adopting
Esperanto as the international language. According to Fleurbaey, English would
have its status reduced, and no other natural language would increase its own. This
is what Fleurbaey calls levelling down: “the special pride of being a native speaker
25 Most likely this author is not aware of the sociolinguistics of Esperanto, such as the existence of
Esperanto speakers.
98 J. Alcalde
of the lingua franca disappears without being replaced by a new pride for the
others” (p. 231).
Fleurbaey’s philosophical argument is that levelling down can be good in some
respect. And he claims that he can prove it by admitting that Esperanto would be
fairer than English in terms of neutrality. Therefore, Esperanto could be a case
for levelling down. The logic is the following: equality of status is desirable and
can only be obtained by levelling down.26 However, he argues that this is a small
advantage overridden by efficiency considerations and that is why English should
still be chosen over Esperanto.27
In my opinion, apart from other minor flaws, the main problem of this chapter is
that it is based on a wrong assumption: adopting Esperanto would not be a case of
levelling down, but the opposite. If Esperanto was adopted, there would be language
equality at the international level between all natural languages of the world. In that
situation, language status would increase, especially among minority languages.
In fact, and considering the easiness of Esperanto, it could be argued that global
efficiency would increase immensely, given that potentially every person of the
world would have a chance of feeling such pride of being able to speak (proficiently)
the lingua franca. Therefore, this would actually be an argument for Esperanto, not
only from a fairness sense of neutrality but also from a Pareto efficiency point of
view.
Archibugi, Daniele, is a political theorist who has written extensively about
cosmopolitan democracy. Within this perspective he argues for linguistic cosmopoli-
tanism which in practice means to promote the use of English at a global scale. He
criticizes Kymlicka’s notion that democratic politics has to be carried out in the
vernacular by arguing that instead democratic politics must be in Esperanto. It is
worth to mention that he uses “Esperanto” as a metaphor for a universal language.
He seems to like the Esperanto ideal, but he considers it to be unrealistic: “Of
course I do not advocate the use of Esperanto, but rather the idea that it is the
responsibility of individuals and governments to remove the language barriers that
obstruct communication” (Archibugi 2005b: 545). So in his view, today’s Esperanto
would actually be English.
symbolic status, such as language status, than in the case of (individual) well-being. To make his
point, he uses the example of a situation in which Esperanto is the lingua franca and is the mother
tongue of no particular people of the world. In that situation, it would make no sense to replace
Esperanto by Flemish on the grounds that it would give the people in Flanders a special symbolic
status and a unique pride, without changing anything to the status and lack of pride of any other
people.
27 According to the author, there are other (minor) aspects to consider. One is the fact that if
Esperanto was chosen, the Esperanto community would take great pride. Fleurbaey says that
this effect would be limited to the generation that defended Esperanto and by the possibility of
creating another language more neutral than the one initiated by Zamenhof. Another one takes into
consideration the interactions between native speakers and nonnative speakers of the lingua franca.
Fleurbaey thinks that with an artificial language, inequalities in proficiency may be more reflective
of unequal talents.
Linguistic Justice: An Interdisciplinary Overview of the Literature 99
For him, democracy is composed by two phases: in the first one, dialogue and
persuasion, is the basis of a deliberative, discursive, or communicative dimension
of democracy; in the second one, an aggregation of preferences takes place, in
which the competitive arguments of political parties prevail. From this perspective,
communication is essential to democracy. Interestingly, other authors who favor
English as an international language, such as Patten (2003b) or Lacey (2015), do
not think that a common public language is necessary for deliberative democracy.
In a couple of articles and in a chapter of his book, Archibugi analyzes four
different situations where language political choices are needed: First, the case
of the Spanish-speaking students in state schools in California. In this case, he
recommends teaching everything in English because this is the “dominant language
in the country in which they live and also the dominant lingua franca worldwide.”
At the same time, he mentions that other policies should also be included, which
we could label as symbolic, such as having some courses of Spanish to English-
speaking students or adopting baseball as the sport to play in such schools. In
general, it seems a very similar perspective to Van Parijs’.
Second, he presents Zamenhof’s own case of Białystok. After considering
unfeasible the most cosmopolitan of all solutions, i.e., Esperanto—designed to place
the various communities on the same plane and to enable them to communicate
with all the citizens of the world—he suggests creating bilingualism in Russian and
German, allowing and developing the private use of other vernacular languages.
According to him, Zamenhof would have agreed to Van Parijs’ proposal to
institute compensations from the linguistic communities not required to study other
languages.28 Third, when it comes to the case of India’s language policies, he
suggests investing more in education in English alongside local languages to make
English the intranational and international lingua franca, even if this means that
many of the local languages are probably lost. And fourth, about the European
Parliament, he suggests leaving just two languages, English and French, and placing
all members on the same plane, asking the English to speak in French and the French
(and most likely everyone else) to speak in English.
In general, he recommends the implementation of compulsory education pro-
grams in the countries of the “civilized world” (including the EU), which enable
students to learn properly (in) English and (in) their own mother tongue. According
28 “The fact that Zamenhof’s solution was unworkable should not prevent us from admiring its
grandiose ambition, whereby a local problem was intended to provide the thrust for a universal
language” (Archibugi 2005: 549). In this regard, Esther Schor (2015) argues that Zamenhof bridged
the gap between liberal and communitarian political philosophy. Building from the classical
typology by Tönnies between Gemeinschaft (i.e., community) and Gesellschaft (i.e., society) and
from Mark Fettes’ observation that what Zamenhof had in mind was to create “Gemeinschaft on
a global scale,” Shor analyzes Zamenhof’s project in terms of creating an ethical community by
choice, as individuals of conscience. This would entail a liberal element, as long as he situated
Esperanto within the realm of human rights, something the whole movement has embraced. But
also a communitarian one, captured by the so-called inner idea of his international neutral language,
which has given Esperantists a cosmopolitan collective identity. On Esperanto’s cosmopolitanism,
see also Kim (1999), Nagai (2010), and Tonkin (2016).
100 J. Alcalde
to him, “an enlightened social policy must attempt to make the illiterate polyglot”
(2005b: 553).
Weinstock, Daniel (2003). According to this author, a fair language policy should
be composed of three principles:
(a) Minimalism. Language policy should have one main objective: effective com-
munication. All the other possible goals (nation-building, cultural preservation,
political unity) are subordinated to this one. In case of interference, what matters
is communication.
(b) Anti-symbolism. The selection of a particular language by the state should not
have a symbolic significance. In other words, it should be neutral and not
attached to a particular identity.
(c) Revisability. The state should be prepared for modifying its language policies,
particularly in cases of demographic change.
This set of policy prescriptions will generally favor the dominant language,
and it will do so for reasons of pragmatism and linguistic justice, as justice
here is understood as the maximization of communication. Therefore, linguistic
inequality ends up in greater equality along a nonlinguistic dimension, which is
communication. Thus, a language policy designed following Weinstock’s principles
will tend to support (and justify) the status quo in a similar way to Van Parijs’ theory.
In a recent work (Weinstock 2014), he argues that liberal states should have
language policies that adequately manage language conflicts which arise from a
context of state neutrality and multiple and conflicting sets of interests in our
societies: (a) the individuals instrumental and identity dimensions, (b) the state’s
need to (certain) homogeneity to carry out its functions, and (c) the human wish
of preserving diversity. In his view, even if there are reasons of justice to conduct
coercive policies in situations where a clear injustice is present, the justification of
such policies in other cases should be related to solving collective action problems.
Mainly developed as a critique to Van Parijs (2011a), Joseph Lacey (2015) argues
that it is not clear that English will inevitably become a global lingua franca—
although he says that if one day there is a common universal language, the only
possibility would be English. One of the reasons is that in poorer parts of the
world, the spread of English may find an obstacle when confronted with a large
portion of the population which is not well educated or professionally employed.
Also, the intensity of the interaction between individuals without competence in
English and those who speak it could be so low that the maxi-min dynamic would
not work. Moreover, protected national borders could represent labor restrictions
which would complicate the opportunities of people to learn English. Furthermore,
there are sociological impediments to language learning, including lack of time,
motivation, or the cost. The last of Van Parijs’ proposals is the ban on dubbing and
also presents complexities which means that in the end, the assumption that most of
the world’s poor will have regular access to English language media is questionable
and, in fact, questioned.
Interesting is the fact that, according to him, the absence of a lingua franca is not
an insurmountable obstacle to the achievement of transnational justice. Taking as an
Linguistic Justice: An Interdisciplinary Overview of the Literature 101
example the case of Switzerland, he argues that a multilingual demos can function
well. In fact, he says that the EU as a political entity has achieved significant
cross-border identifications despite its linguistic diversity, an argument which I find
fragile, as it could be that these “significant cross-border identifications” were not
too significant, after all.
Following these two ideas, he concludes by affirming that there is little justifica-
tion for artificially accelerating the universalization of English, because that would
imply implementing policies which are both unfair to the poor and disrespectful
to non-Anglophone cultures. As some languages would disappear, he wonders how
much loss of this kind is permissible from the point of view of justice. Moreover, the
possibility of an Anglophone cultural hegemony accompanying the universalization
of English also raises issues of justice. To sum up, a fair linguistic justice should not
promote such universalization of English.
In another work (Lacey 2014), he argues that a perceived problem for the
democratic legitimacy of the EU is that linguistic diversity across Europe makes
it difficult for there to be a viable European democratic community. In this sense,
he proposed to follow the Swiss model to implement a more radical form of
democracy and better accommodate the diversity. His proposals include the capacity
to hold EU-wide referendums, as well as making the European Commission
open to electoral competition via the European Parliament. According to him,
such measures would address Europe’s legitimacy gap by setting in motion a
process of discursive integration which would allow the synchronization of public
spheres so that a shared system of meaning may lead to a transnational democratic
community.29
Following the main theories of political philosophy, there are two basic principles
that can guide a fair language policy: territoriality and personality.
Principle of Territoriality The linguistic regulation is established according to the
territory, so that every inhabitant will receive the same treatment. The division of
the territory in linguistic areas and the establishment of borders limit the linguistic
freedom of the citizen, who will have to use the language of the territory where
he is/lives in order to make valid and efficient acts in the public sphere. A linguistic
policy following this principle would mean the imposition of the weaker language as
the official language in a concrete territory, i.e., the language of the administration,
politics, judicial processes, public education, etc. The citizen here does not choose
which language to use, but this decision is taken by the language planning of the
state.
This principle can work reasonably well in a homogeneous community com-
posed by monolingual individuals, where the language will be fully recognized.
In a heterogeneous community (and in homogeneous communities composed by
multilingual individuals), only one language is protected, and therefore existing
language diversity would probably need a different language policy to be managed
more fairly.
Principle of Personality The linguistic regulation is established to guarantee that
each citizen will receive services in his/her mother tongue, independently from
the territory where he/she lives. In a linguistic policy based on the principle of
personality (normally following a multicultural theory), the state has to respect the
personal right of each citizen to use the official language chosen by the citizen. Here
it is the citizen who chooses which language to use.
Other authors think that following the principle of personality, it is not clear
that the individual will always choose his/her mother tongue. He could also decide
to choose the majoritarian language in order to maximize his utility (e.g., Brian
Barry). From this perspective, a future linguistic homogeneity would reduce most
of material inequality.
In general, multilingual language policies based on the principle of personality
will grant equal recognition to the existing linguistic identities of citizens. However,
in complex communities, not all languages can be granted official status (although
minorities should have at least special provisions).
De Schutter, Helder (2011), argues against the linguistic territoriality as defended
by Van Parijs (2011a, b). Both authors draw their proposals from real situations
in their country of origin, Belgium. On the one hand, Van Parijs suggests that
the EU (and the world) should follow the federal language system, based on
linguistic territoriality, in which each territory (Flanders and Wallonia) has one
official language.30 As De Schutter mentions, nothing prevents people from being
multilingual, but the territory only grants official status to one language. From a
linguistic justice perspective, Van Parijs’ approach means that each language group
should have a territory in which their language would be the only official language.
Based on Laponce (2001), he argues that this way languages would be protected
from language contact and language shift, which are produced in cases of peaceful
contact between languages, where the more powerful language tends to dominate
and assimilate the other(s).
On the other hand, De Schutter defends the case of Brussels as the model for
the world. In Brussels, both (French-speaking and Dutch-speaking) groups get full
30 However, there are some exceptions. One of them is Brussels, which is part of Flanders. Another
one is the 70,000 German speakers living in Wallonia, who are sometimes called the best protected
language minority in the world (De Schutter 2011: 199 fn. 1). At least, until a future independence
of Catalonia, this could officially recognize the 10,000 Occitan speakers in the Catalan region of
Val d’Aran.
Linguistic Justice: An Interdisciplinary Overview of the Literature 103
32 About the need of an interdisciplinary approach to linguistic justice analyses, see also Peled
et al. (2014). Similar perspectives can be found in Tonkin (2015b) concerning the relationship
between language and equality and in Agresti (2016) with regard to linguistic rights. For a practical
application of political science methods into the study of language policy, see Cardinal and Sonntag
(2015).
Linguistic Justice: An Interdisciplinary Overview of the Literature 105
From them and after a detailed historical reconstruction (and a solid critique of
Van Parijs’ proposals), she offers a set of tentative principles to build a plurilingual
theory of democracy, which are the following:
1. A shift from society to the individual linguistic plurality. The individual should
be the locus of linguistic plurality and not the state nor the community.
2. Cultural plurality and ethnic diversity are impossible to accommodate in full in
a world of finite resources. In other words, we should think in terms of feasible
proposals for a real world with limited resources.
3. Linguistic prioritization is still important. While reasons of justice compel the
state to acknowledge the existence of linguistic plurality in the civic sphere,
linguistic prioritization should still take place at the societal level in order to
promote linguistic egalitarianism.
4. Individual linguistic plurality does not contradict national identity; there is
commensurability. Human beings, however, often belong to more than one social
sphere. The concept of individual linguistic plurality responds to this challenge
by adopting a more flexible contextual approach to the question of linguistic
justice, which reasserts the preferential status of the national language without
imposing unjustified requirements on linguistic minorities.
5. Language rights do exist, but also language duties and they are applicable to
everybody. So, a new framework based on linguistic rights and duties should be
introduced and extended to all members of the political community, including a
mechanism to impose linguistic duties on the linguistic majority, as an offset of
their exercised right for instating their language as the national variant.
To sum up, language policies should be designed to promote linguistic plurality
within the individuals because a plurilingual community is more efficient than its
monolingual counterpart in terms of distribution of wealth and dignity.
This perspective broadens a debate dominated by the precise principles of
distribution underlying linguistic justice or the particular subset of historical
requirements which may legitimately grant a particular linguistic community its
claim for minority language rights. It also aims at developing sensitivity toward the
complicity between language and ideology through language ethics, ecolinguistics,
and the emergent field of ecolinguistic ethics in terms of resource management and
the long-term implications of language policies for questions of sustainability and
human development.
In my opinion, the biggest contribution of this work is a solid critique of the
monist approach, which has been dominant in history, but also in the contemporary
world, represented by authors such as Van Parijs. In Peled’s words, “the extension
of a monist approach to the realm of human language is increasingly found to be
insufficient at best and harmful at worst”:
(a) Normatively, its promise to ensure greater equality in the distribution of wealth
and dignity is fulfilled only to a very partial extent, which often results in the
justification of existing socioeconomic inequalities rather than in the attempt to
contest it.
Linguistic Justice: An Interdisciplinary Overview of the Literature 107
33 In fact, Peled mentions as an example Van Parijs’ division between English in the global sphere
are worth exploring in this regard, and particularly his notion of subsidiarity.
108 J. Alcalde
3 Economics
3.1 Introduction
François Grin has defined the economics of language as the field of research that
“refers to the paradigm of mainstream theoretical economics and uses the concepts
and tools of economics in the study of relationships featuring linguistic variables;
it focuses principally, but not exclusively, on those relationships in which economic
variables also play a part” (Grin 1996: 6; also 2003a). As Pool argued at the
beginning of the 1990s, the application of policy analysis tools to language policy
is more recent than in other fields, such as the environment. Grin and Gazzola
(2013) are among the ones who have taken these analyses to a more concrete
level by introducing more sophisticated indicators and measures of both fairness
and efficiency. In fact, this is likely the subfield of research where the greatest
innovation has been produced in recent years. Some of these authors have developed
mainly static analyses (as presented in different works by authors such as François
Grin, Michele Gazzola, Victor Ginsburgh, or Jonathan Pool), whereas others have
dealt with dynamic ones (including several works by authors such as Jonathan Pool,
Reinhard Selten, or Bengt-Arne Wickström).
In a recent survey of the field, Zhang and Grenier (2013, p. 204) explain that so
far it has not “genuinely integrated into the family of economic thought.” They
divide the field into three main schools.35 Whereas in all of them we can find
elements related to the linguistic justice debate, the third one would be the one closer
to our topic of interest. After briefly presenting these three schools, I will turn to the
static and dynamic analysis already mentioned, and I will review several examples
of such promising lines of research. As it will be shown, the strongest point of this
literature is that it has produced innovative, data-based, rigorous, and systematic
tools to describe and measure the present but also to have some insights about the
future. Also, their policy-oriented results are useful to realize the relevance of the
different policy choices. However, such results will always depend on the political
philosophy principles behind each model.
From the earliest studies, it is understood that language has economic characteris-
tics, such as value, utility, costs, and benefits. When countries had to make choices
about the official languages that they wanted to promote, this allowed the emergence
of a literature on language policy and the relationship between language and income
35 Anotherrelevant review of the literature on language economics is Gazzola et al. (2015). See
also Gazzola and Wickström (2016).
Linguistic Justice: An Interdisciplinary Overview of the Literature 111
first in Canada and then in other (mainly multilingual and multinational) countries,
such as Spain, Belgium, or Switzerland (as shown in different works by Albert
Breton (1978, 2000), Chiswick and Miller (2007), Grenier and Vaillancourt (1983),
or Grenier and Nadeau (2011)). The objective was to explain the economic status of
different language groups.
Further development of the discipline included insights from human capital
theory by seeing language skills as a source of economic advantage (including
several works by François Grin and François Vaillancourt). Other things being
equal, the more fluent an employee, the higher the wage he can earn. In addition,
specific language skills have positive effects on income. Therefore, language
learning can take place under pure economic incentives to the extent that language
skills have an impact on the creation of value in the economy as a whole (Grin et al.
2011). Research has also shown that the relationship between language and earnings
is related to ethnicity. This also has to do with issues of discrimination of members
of minority language groups and, therefore, to injustice situations.
community) within the couple, despite universal knowledge of Spanish (i.e., the
strong language) already guaranteed communication.
Similarly, Di Paolo and Cappellari (2015) consider the wage impacts of intro-
ducing bilingualism in a bilingual labor market of a developed economy. By
focusing on the Catalan case, they find that returns to bilingual schooling are
positive, decreasing with years of exposure, and stemming mainly from exposure
at compulsory education. In fact, increased bilingual skills would be the main
mechanism through which compulsory reform’s exposure affects labor market
outcomes, especially among Spanish speakers.
Despite Zhang and Grenier located Van Parijs’ last book within the studies of
the dynamic development of languages (i.e., Section 3.2 of this chapter), from a
language justice perspective, it can also be in a different category, which is the
economic analysis of language policy and language planning (LPLP). Traditionally
left to sociolinguists, economists have introduced new tools and methods to answer
practical questions in the selection and design of LPLP, such as cost-benefit and
rational choice analysis, in other words, by providing criteria to determine how to
allocate resources and language rights.
About allocating resources, several examples include Grin and Vaillancourt
(1999), who suggested understanding language policies as public policies—
therefore, government spending on language policies should be funded from
taxation and be redistributed, as public health or public education are—and Pool
(1991a), who proposed that language planners should select the language that has
the minimum total cost, even if costs should be allocated proportionally to the
different language groups.
As far as language rights in multilingual societies are concerned, Grin (1996)
has proposed the geographical multilingual model and Wickström (2013, 2016b)
the welfare-maximizing model, and Ginsburgh and Weber (2005) have examined
language disenfranchisement (i.e., the failure of a language to be recognized
officially). Moreover, methodologically Zhang and Grenier (2013) mention the
benefits of applying game-theoretical analysis to this field, such as Selten and Pool
(1991), who examined the decision to study a foreign language, as well as the
equilibrium in an economy where several second languages are learned.
For example, Selten (1998) presents a theoretical model based on game theory,
in which people learn languages only for economic reasons. From this perspective,
two outcomes are possible. On the one hand, the national language of a wealthy
language community could potentially stabilize as a widely used second language.
In our current world, that would mean the domination of English, at least until the
growth of Asian economic powers. On the other hand, the second option is related to
the propaedeutic value of Esperanto. Therefore, given that Esperanto facilitates the
learning of other languages (including English), people could learn it extensively
Linguistic Justice: An Interdisciplinary Overview of the Literature 113
36 These are: Unequal attributes of different languages, unequal privileges granted to the users of
different languages, unequal linguistic skills of different persons, unequal statuses conferred on
114 J. Alcalde
In a more recent work, Pool (2010) considers that massive linguistic extinction
may not be a necessary consequence of globalization, because several strategies are
available for making panlingual rather than unilingual globalization a reality. He
presents four of them, offering Panlex as an example of the fourth one.
According to Pool, globalization can promote, but also diminish, linguistic
diversity. However, most of the evidence available shows an inverse relationship.
One the one hand, linguistic diversity, maintenance, and revitalization are not
generally popular ideals. On the other hand, there is a collective action problem,
because benefits conferred by linguistic diversity tend to be dispersed, whereas its
costs are imposed on those who maintain low-density languages. When choosing
whether to learn and use low-density languages and assuming that individuals act
egoistically, they would choose defection and then the language would probably
atrophy and die. However, such massive linguistic extinction can be avoided by
several action strategies (Fettes 2003; Tonkin 2003).
The first one would be sociocultural: marketing multilingualism. Some authors,
such as Nettle and Romaine (2000), Crystal (2000), Abley (2003), and Harrison
(2007), argue that the existence of thousands of languages is positive for humanity.
For example, the loss of a language means the loss of irreplaceable knowledge of
medicine and nature, encoded in languages’ lexicons, as well as evidence for the
scientific understanding of language and the human mind, the diverse ideas arising
from languages’ differing systems of knowledge representation, but also the respect,
tolerance, and enjoyment built from people learning to live in a multilingual world.
Moreover, they say cultural and biological diversity depends on linguistic diversity.
For all these reasons, this has to be preserved, although it has also been argued
that efforts to preserve low-density languages could inadvertently devalue medium-
density ones (see, e.g., De Swaan 2004).
The second one comes from economics: ecolinguistic compensation. Authors
such as Van Parijs have analyzed compensation mechanisms as a means of making
dominant languages more equitable for those who do not speak them natively and
of making official language policies fair and efficient (Pool 1991a; Ammon 2006:
333–336). Inspired by already-existing ecological compensation mechanisms, these
authors design mechanisms to give financial support to those who keep their native
languages alive and vibrant, by treating them as service providers. This could be
complemented by analysis, documentation, and instruction of the languages, whose
costs would not be paid by them. The challenge would be to know who is eligible
for the payments and how much to pay each of them.
The political strategy is linguistic subsidiarity and, in my view, this is the more
utopian one. It is based on the reorganization of the world into linguistic communi-
ties which govern themselves and are socioeconomically autonomous. Nation-states
different persons by linguistic rules and customs, and inequalities co-varying with language but
not caused by language. I present them with some detail in the section on esperantology, taking
advantage of an article by Mark Fettes, who analyzes each of them from the point of view of the
Esperanto community.
Linguistic Justice: An Interdisciplinary Overview of the Literature 115
37 Partially inspired by this approach, Alcalde (2015a) explores the possibility of applying the
notion of linguistic justice from a public policy perspective to historical phenomena, such as the
League of Nations. He also shows that several of the main elements of contemporary debates,
such as the idea of parity of esteem, were already present during the negotiation of the linguistic
regime of the League of Nations, which took place at the Paris Peace Conference of 1919. Another
historical application of linguistic justice is Sujoldžić (2016). See also Nitobe (1998).
Linguistic Justice: An Interdisciplinary Overview of the Literature 117
This is an area of research that resonates with other disciplines, such as applied
linguistics, education science, sociology, and biology. These authors possess a vast
knowledge about the language situation of the word and traditionally have been
working on documenting and describing language inequalities.
They have created relevant concepts, such as linguistic human rights, linguistic
subsidiarity, linguistic genocide, and linguistic imperialism.38 Nevertheless, they
have not provided concrete and feasible proposals to overcome such language
injustices. In general, they argue that linguistic diversity should be preserved and
mother tongue education should be provided for everyone in non-fee state schools.
In my opinion, most of the leading figures in this field have been instrumental in
providing evidence that have inspired other fields for the defense of minority rights,
including economics and policy analysis. However, most of research done in applied
linguistics (and education sciences) has focused on language teaching and language
use in multilingual settings. From this perspective, there is a potential for growth of
the sociolinguistic approach of linguistic justice in the coming years.
One of these leading figures is Robert Phillipson (see, e.g., 1992, 1998, 2003,
2016). According to him, most language policies in application today have little
to do with tolerance or equality of languages, including the unequal allocation of
funds to the different languages within a policy. He also criticizes the fact that
standard setting in the human rights field has been hypocritical (i.e., a contrast
between declarations and practice) while affirming that declarations still have a
value. However, language policies are often so vague and abstract that they cannot
be applied to ensure linguistic justice.
When talking about the consequences of such languages policies, he emphasizes
the formation of elites and the hierarchization of languages at different levels
(national but also international). For example, in postcolonial settings, there has
been a false imitation of western education and, therefore, a focus on European
languages. He maintains that, broadly speaking, there is a choice in language
ecology between allowing market forces a free run and attempting to manage
our linguistic resources along agreed and more democratic lines. Obviously, he
recommends the second way, even if in some countries, such as France and the
United Kingdom, this is more difficult, because there is the “illusion of monolingual
linguistic self-sufficiency.” In a more recent work, he argues that globalization
appears to be shrinking not only low-density languages but also the use of medium-
density languages in science, diplomacy, business, and other domains (Phillipson
2008).
Another one is Tove Skutnabb-Kangas (see, e.g., 1998), who has edited several
influential works together with Phillipson. She argues that languages are used
38 The notion of linguistic imperialism does not always relate to the English language. See, e.g.,
Moreno Cabrera (2015) for an analysis of the Spanish linguistic imperialism. See also Comellas
(2006). For an empirical application of linguistic imperialism, see Philipson (2016).
Linguistic Justice: An Interdisciplinary Overview of the Literature 119
as vehicles of control by “colonizing the mind.” This way, those who “own”
the language also shape the content of the hegemonizing message. According to
her, this would explain why everybody worldwide is supposed to want to learn
English. Such a mechanism enables global hegemonic control, homogenization,
and even linguistic and cultural genocide for linguistic minorities and monolingual
reductionism for linguistic majorities. At the same time, there is inefficient foreign-
language teaching. In her view, a common factor in all these processes is the blaming
of the victims for the results. In order to improve the language situation, effective
and rational change strategies should include grassroots organization, analyzing
the messages transmitted through language, ending tolerance for monolingualism,
respecting linguistic and cultural human rights, and developing an ecological
paradigm for language policy.
In another work (2008), she speaks about the violation of the right to education
suffered by indigenous and minority children in most countries. She argues that
most disappearing languages are victims of linguistic genocides. In this sense,
educational systems and mass media are the most important direct agents in
linguistic and cultural genocide. According to her, one reason why linguistic human
rights in education and maintenance of all the world’s languages are necessary,
is to counteract crimes against humanity. By using international legal texts, she
claims that both concepts “genocide” and “crimes against humanity” are the ones
who better apply to the situation she is describing. Therefore, most indigenous and
minority education in the world participates in committing linguistic and cultural
genocide according to the definitions of the UN Convention. From the point of view
of linguistic justice, this probably constitutes the most extreme case of injustice.
She argues that linguistic human rights in education are a necessary but insuffi-
cient prerequisite in the struggle to prevent linguistic genocide and crimes against
humanity. As she has stated in many other publications, the most central linguistic
human right in education is mother tongue education in non-fee state schools. In
general, linguistic human rights consist of some language rights plus human rights.
She also mentions that in many human rights documents, language is one of the
most important human characteristics on the basis of which people are not allowed
to be discriminated against (as well as gender, race, and religion). Still language
often disappears from the educational paragraphs of binding instruments. She points
to the fact that frequently the language used is vague and ambiguous so that states
can interpret the texts as they like.
She also connects sociolinguistics with ecolinguistics when she says that lin-
guistic diversity and biodiversity are strongly interrelated. Thus, knowledge about
maintenance of biodiversity is encoded in small languages. The conclusion is that
variety and resilience are vital to survival and so biocultural diversity is essential for
long-term planetary survival as it enhances creativity, adaptability, and stability.
A critical view of such ecolinguistic perspective can be found in Pupavac
(2012: Chap. 9). According to this author, such proposals tend to romanticize the
hard socioeconomic conditions of families who work on subsistence agriculture.
In a previous chapter, she explains the tensions that exist between sustainable
120 J. Alcalde
development models and human rights strategies, which require state provisions
to protect minority languages (Pupavac 2012: Chap. 7).
Mauro La Torre (1998) focuses on the realm of education. Given that the
knowledge of certain languages breeds familiarity with the cultures associated with
those languages, three possible educational language policies exist: the localist,
the alienist, and the democratic one. Whereas the first emphasizes the compulsory
instruction in the national language (in monocultural societies) and the second
one is based on a selected foreign language (and culture), the author proposes
go beyond both of them, by promoting democratic solutions characterized by the
valorization of mother tongues and ancestral traditions while developing at the same
time effective intercultural means of communication.
Tonkin (e.g., 1998) presents several challenges faced by an ecological approach
to language policy. He begins by a sociolinguistic fact: The European notion which
clearly distinguishes between one language and another is linked to European
definitions of state, law, culture, and national borders. In the rest of the world,
the boundaries among languages only begin to exist when users acknowledge that
they are speaking a different language. In general, therefore, the use of a language
depends on the circumstance. This means that people use the same language
in different ways, normally for mixed reasons (i.e., both instrumental and those
connected to personal identity). As an instrument, then, a language will be used
when it is useful and so, it will not be always learnt to a proficient level; only to the
level it is needed.
A new order based on linguistic equality will need to acknowledge a growing
awareness of language rights on the part of weaker states, societies, and commu-
nities but also a growing awareness of language responsibilities on the part of the
powerful. When thinking about international communication, he considers that the
introduction of Esperanto in the UN should be done in different phases, beginning
with a passive knowledge of the language. According to him, the first to acquire an
active usage of the language should be the staff of the organization.
On another front, Bastardas-Boada (2010)—translating and updating a previous
book in Catalan—presents a current (and future) world in which languages do not
fight for supremacy, because they have found a sort of equilibrium in a duality
between the global and the local. The rise of English means that this is the global
lingua franca, whereas local language communities digitally connected coexist in
harmony. An example of such a change would be the role of today’s francophonie
movement, which seeks “the recognition of language diversity, contrary to the
classically uniformist postulates adopted by France (p. 37).” In part, this is due to the
fact that people attribute a secondary role to languages as identity markers, because
identity is not permanent any more, but something in evolution, continuously
negotiated. In different moments, the author mentions that the predominance of
English may be considered unfair or even imperialistic by some. However, he
maintains that this is a process that cannot be stopped and that it has more
advantages than disadvantages. Moreover, the disadvantages or challenges can be
controlled if every linguistic domain is specified so that it is clear which language
should be used in every case. Similarly, the evolution toward such a dual world
Linguistic Justice: An Interdisciplinary Overview of the Literature 121
will need a long transition, which makes things easier, by preparing everyone for
the change. In a way, the analysis and the policies that result from these ideas
remind Van Parijs’ proposals, though here the perspective is mainly sociolinguistic
(though some sociologists and international relations authors are also used through
the book).
In the meantime, big languages such as Arabic, Mandarin, or Spanish will grow
to become a sort of regional languages. He speaks about people having multiple
identities and the possibility for the normal citizen of being multilingual. However,
when confronted with a likely situation of needing up to five languages to live in
a community in the age of globalization (e.g., a migrant in a place with a local
language which is different from national and the international, etc.), he fears that
people will have to make decisions about which of them prioritize, which makes the
future of many languages uncertain.
According to this author, the biggest trend in this era is related to migration.
One the one hand, a migrant has both rights and responsibilities. On the other
hand, they are one of the main driving forces toward more multilingualism within
the different countries. And this is so because they will have to learn the new
language(s), but they should also be allowed to keep theirs. In order to differentiate
the rights of regional minorities and those of immigrants, Bastardas mentions Van
Parijs (2004) when he says “locally-existing cultural diversity, usually a result of
immigration, does not deserve the same protection that we should afford to territory-
based diversity; the long standing (and especially linguistic) differences between
regions.”
In order to organize a multilingual world, Bastardas suggests building it from
four principles:
(a) (Official and symbolic) recognition of the different languages in an equalitarian
way.
(b) Communicability, in order to have a language to use across boundaries. A + b
would mean to recognize all languages equally in an official way (both at
the state and at the level of the EU, e.g.) and, at the same time, to ensure
communication by making clear which is the language shared by everybody
in an efficient way so that we keep the advantages of this solution.
(c) Sustainability is what protects us from the dangers of the common language. In
other words, communicability should not go against sustainability. And we will
achieve sustainability from having plural identities and from the subsidiarity
principle.
(d) Subsidiarity, i.e., everything that can be done through the local language should
be done this way and not in another more global one. This means that in some
cases, the governments will act to prevent that the lingua franca overacts in
dimensions where it should not. In fact, the author predicts an increase of such
areas of conflict with the English language. The result is then a more united, but
also more multilingual, world, in which several languages coexist in the same
space but in different levels or dimensions. Finally, the author tries to apply his
122 J. Alcalde
ideas to the case of Catalonia, which presumably is what he has in mind when
proposing his theory.39
Villa (2013) presents the situation of English in the Italian universities. Accord-
ing to her, English-only policies make more difficult to engage locals with science,
and this is a democratic deficit. She uses examples from Scandinavian countries,
such as Sweden, where a kind of diglossic situation (English having higher status
than Swedish) is analyzed as a problematic development. Moreover, due to the
positive trends of emerging countries in terms of job creation, such as Brazil, from
a student’s point of view, it seems irrational to study only English. However, her
main thesis is that English should be one of the languages of science in Italy, the
other being Italian. An interesting aspect of the book is that the author is not a
sociolinguist, but a professor of immunology in the University of Milan, which
indicates that this topic has become of general interest. The main criticism, in my
opinion, is the fact that after criticizing the Scandinavian policies, her proposal is
not that different from their results, with a language for high-level domains (i.e.,
communicating with the world) and the other one for lower-level domains (e.g., as
a mere language of knowledge dissemination to be used with the locals).
Also Rosemary Salomone (2015) discusses the case of Italian and French
universities adapting to the rise of global English. After examining the different
arguments for and against the use of English as the medium of instruction in higher
education, she proposes a balanced language policy that takes into account the need
of English—which should be taught to everyone beyond any discrimination—while
keeping in mind the linguistic rights of national, minority, and immigration language
speakers.
Beyond western realities, it is worth mentioning the study by Suzanne Romaine
(2015), who addresses the role of English in developing countries, showing how
a language policy favoring English at the cost of local languages can worsen the
economic chances of the majority of the population. On another front, Hamid and
Kirkpatrick (2016) are critical of the foreign-language policies in Asia and Australia
because they tend to be approached from an exclusively utilitarian perspective.
As a consequence, the teaching of English in Asian countries does not have a
similar counterpart in the teaching of Asian languages in Australia. This way,
both the humanistic and sociocultural dimensions of language learning are ignored,
but also the less utilitarian languages themselves, creating an unequal (linguistic)
relationship between the communities.40
Boran, Idil (2003). This author uses the existing similarities between language
diversity and biodiversity to advocate for language policies that promote language
diversity. For example, whereas protecting biodiversity usually implies protecting
ecosystems within small territories, from an ecolinguistics perspective, the world’s
39 For an application of this principle together with the principle of personality, see Alcalde
(2016b).
40 However, a recent study has shown that differences between multilingual and lingua franca
language regimes in Southern Asian countries could also depend on state traditions. See Lui (2015).
Linguistic Justice: An Interdisciplinary Overview of the Literature 123
most common languages are spoken by 90% of the world’s population: whereas
thousands of other languages are only spoken by small communities.
Interestingly, the places with the richest biodiversity tend to be also the ones with
the richest linguistic diversity. Both types of diversity are normally greater in areas
that have not been fully colonized by agricultural civilizations and also in areas
delimited by geographical barriers. Similar mechanisms work in both cases, such as
the new organisms (and languages) that farmers bring with them to the detriment of
the local ones or the limitations of the movement of species (and cultures) posed by
the geographical terrain.
Probably the most relevant contribution of Boran’s piece is the idea that linguistic
diversity, like biodiversity, can be considered a public good. A public good is a good
in which individuals cannot be excluded from use and where use by one individual
does not reduce availability to others (see also the introduction of this book).
In this sense, there are several arguments to consider linguistic diversity as a
public good. The first one reminds the aesthetic value of language, which is not
only an instrument of communication but also a medium for artistic works. From
a linguistic perspective, losing a language means losing all the pieces of art in
that language. However, this is not an undisputed argument, as the recognition
of artistic ventures as public goods and the policy implications this entails is
controversial. Second, arguments related to scientific value. Thus, local cultures
include useful information about the world, often far less self-evident to western
scholars than to them. However, if we accept that the value of this knowledge could
be overestimated, this would also be a weak argument.
Third, she analyzes individual’s freedom of choice as grounds for supporting
language diversity. This line of thinking is also problematic, since language rights
have an essentially collective nature. In other words, different from what happens
in the fields of politics or religion, the individual’s freedom to live in a particular
language is conditioned to the access to a substantial community of speakers. David
Laitin will also make a similar claim.
Instead, she suggests a principle of fairness that resembles the logic of compen-
sation proposed in some of his works by Philippe van Parijs (e.g., Van Parijs 2003a,
b). In sum, if we accept that linguistic diversity is a public good, then the cost of its
maintenance should be shared by linguistic majorities.
In fact, some authors have argued that cultural diversity is also valuable to the
majority (Goodin 2006) and even for humanity (e.g., Crystal 2000). The parallels
between linguistic diversity and biodiversity can be understood along these lines.
Also Dworkin (1993) develops the idea of intrinsic value of preserving cultures.
However, intrinsic value-based arguments for language policy have been widely
criticized (e.g., Weinstock 2003).
Miquel Sigual was a Catalan psycholinguist with interest in political theory. He
did not mention the term “linguistic justice” in his main book (1996), but language
policy, mainly in the European Union. He criticized the current official policy of the
EU. From a democratic perspective, the fact that only national languages are used in
the institutions of the EU is controversial (and also very expensive and complicates
decision-making processes). At the same time, (a simplified) English performs its
124 J. Alcalde
role of lingua franca, which gives advantages to native speakers and puts in danger
the survival of other languages. In the conclusion, he says that the EU language
policy should be oriented to preserve its diversity.
On a side note, he is one of the fathers of the current language policy in Catalonia,
the so-called immersion, by which children at school learn math or history in
Catalan. It seems he brought the system from Quebec. He also defended in public
debate the importance of bilingualism (for Catalans, the need to learn Spanish),
which made him a controversial figure in both sides. He mentions Esperanto as a
good idea, but according to him the fact that after more than 100 years no state or
institution has adopted it as an official or auxiliary language does not allow us to
keep on considering this as a current project.
Moreno Cabrera, Juan Carlos. Without naming it as linguistic justice, Moreno
Cabrera presents an original definition of the concept based on language rights
(2006). He claims that it is easier to obtain a passive competence of a language than
an active one. According to him, every person has the right to express him/herself the
largest number of times in his/her own language(s), which is the one he/she speaks
best and the ones which allows him/her to express himself fully. The solution to
the language problem is then a passive or receptive plurilingualism, named here as
sesquilinguism or semi-bilingualism. This way we achieve both “the idiosyncrasy
of languages + intercomprehension.”
In my opinion, this author is right when he says that it is easier to understand half
a dozen of languages than to speak one of them perfectly. This way, by encouraging
every person to speak in their mother tongue fulfills the mission of ensuring a basic
right, while at the same time, by not requiring speaking to this person in the same
language, it also ensures the same right of his interlocutor. Accordingly, language
policies should promote the passive understanding of a quantity of languages,
possibly the ones the person will need in the future. For example, I would say it
makes more sense to learn to understand the languages which are geographically
(but also linguistically) closer than those more distant ones. Probably this proposal
is more feasible in contexts of languages of the same family (e.g., Slavic languages),
and it would present more problems for intercomprehension in cases of speakers of
languages which are very distant from each other.
From an interdisciplinary perspective (strongly influenced by sociolinguistics), it
is worth listing the recommendations from the concluding session of the first Nitobe
symposium of international organizations (Fettes and Bolduc 1998), as principles to
achieve a just, efficient, and sustainable world language order: (a) the conservation
of linguistic and cultural diversity; (b) the entrenchment of linguistic human
rights, including effective mother tongue and second language education; and
(c) high-quality, reciprocal, widely accessible linguistic communication between
different cultural and linguistic groups. Also from an interdisciplinary perspective,
sociolinguists Iannàcaro and Dell’Acquila (2016) defend that the idea of linguistic
justice developed in political philosophy should be related to their concept of
Linguistic Justice: An Interdisciplinary Overview of the Literature 125
linguistic ease, by which they consider the freedom of concern of the speaker in
a given social interaction, according to the social norms of use.41
A remarkable recent contribution is Pillar (2016), arguably the first sociolinguis-
tics textbook from an interdisciplinary approach that includes many elements from
political philosophy, which aims at bringing the debates on justice closer to the
students of applied sociolinguistics.
From a critical perspective, Pupavac (2012: Chap. 4) argues that advocacy
over threatened languages is related to models of cultural linguistic conditioning
influenced by the Sapir-Whorf hypothesis rather than Chomskian universalism. On
another front, she criticizes linguistic imperialist approaches because they do not
offer a comprehensive picture of contemporary global power relations to the extent
that their strategies may be understood as a form of legal multicultural imperialism,
which in a counterintuitive way ends up legitimizing global governance by western
powers over weaker societies.42
An original perspective in this field is the one by Martinez (2017), who analyzes
cases of linguicism (defined by Skutnabb-Kangas as the domination of one language
at the expense of others) and linguistic violence in a Californian school, particularly
against Black and Latinx youth. He criticizes the fact that they are labelled from
a deficit perspective by the educators as English learners or long-term English
learners, undervaluing this way their linguistic resources and stigmatizing them,
and suggests the creation of a language of solidarity for them that overcomes such
situation.
Finally, the language problem in science and in academia should also be
mentioned in this section. This has been studied by Blanke and Blanke (2015),
Fiedler (2014), Gazzola (2010, 2012), and Wandel (2011), among others, showing
that Anglo-Saxon native speakers enjoy an important privilege when writing
scientific articles participating in academic discussions, etc.43 Moreover, following
sociolinguists such as Phillipson and Skutnabb-Kangas, such privilege might have
broader effects than the usual challenges faced by nonnative speakers when building
their careers, which might include cultural and ideological biases associated with
the different political cultures and ways of understanding the world that brings each
particular language brings with it.
Traditionally, interlinguists were among the first who cared about linguistic jus-
tice and Esperanto speakers have naturally researched and documented linguistic
rights.44 Thus, they have brought to the debate the possibility of using a planned
language in language policies. Although they would need to overcome a coordina-
tion problem (Pool 1991b), potentially such solutions are the ones that combine best
the need for effective communication and the defense of language rights, including
the preservation of minority languages. These authors help to think outside the
box about the future and to consider tools that are frequently missing in analysis
from other disciplines. For example, Esperanto has shown during the last century its
possibilities as a neutral and easy-to-learn tool in all domains needed to become a
useful international auxiliary language.
As it will be shown, there has been an evolution, and current scholars do not
longer believe Esperanto is the solution to all language issues. Therefore, in order to
build fair linguistic regimes, the use of an international auxiliary language could be
a tool in a broader set of language policies, together with others, such as intercom-
prehension in particular cases. According to the Universal Esperanto Association, a
fair global linguistic regime should be based on democratic communication, global
education, effective language learning, multilingualism, language rights, language
diversity, and human emancipation.
As far as their weak points are concerned, most of the ideas have not been
properly tested yet. Additionally, some of the experiments that have been carried
out do not meet all the necessary research standards of quality. Moreover, this
subdiscipline still suffers from prejudices and ignorance from other scholars.
Finally, many authors consider that Esperanto missed its opportunity and that
English is today the global lingua franca.
If linguistic justice interested early advocates of international planned languages
such as Privat or Piron, it does so even more recent figures in this field. In fact, it
is not hazardous that several chapters of the book in homage of Humphrey Tonkin
(Blanke and Lins 2010) speak explicitly about lingva justeco. In fact, despite we
have already talked about Tonkin in the previous section, he is one of the major
figures of interlinguistics (e.g., Tonkin 2006, 2015a). Another one that we have
already encountered, but deserves to be mentioned again here, is Mauro La Torre.
Both Catalan pioneer Delfí Dalmau in his writings from the 1920s (see also
Solé i Camardons 1998) and Umberto Eco in his more recent search to the perfect
language (1993) dedicate good words to the most successful planned language so far
(Esperanto), which, combined with intercomprehension (or in the words of Dalmau,
“passive polyglotism”), could become the most efficient and fair language policy to
be applied in international relations.
44 See Fiedler (2015) for a recent survey of the topic of planned languages in the current specialist
literature.
Linguistic Justice: An Interdisciplinary Overview of the Literature 127
More recently, also François Grin (2008b) considers this possibility. According
to him, if one promotes multilingualism and encourages mutual understanding, this
leads to a fairer situation and could prepare the way to a development in which
Esperanto can find its place. If we apply intercomprehension to the EU and taking
into account that there are 12 groups of related languages, this would reduce the
directions of translation and interpretation to 253, less than one half of today’s
number. Moreover, the savings could be distributed in a way that the countries which
made the most effort to learn other languages would receive more. Interestingly, he
mentions other similar projects, such as adopting a language in addition to those
needed in the EU, rotating the languages so that each is used in turn and strong
languages do not dominate the weaker ones, and the use of a bridge language
such as Esperanto. To sum up, intercomprehension encourages multilingualism and
promotes fair practices, leading to a new vision of communication in a multilingual
context in which Esperanto also has a role to play.
Similarly, Maat (2016) confronts the imbalances, disadvantages, and various
types of injustices caused by the adoption of a natural language as the lingua franca
of the world with a situation in which everybody keeps their own native tongue
for local use whereas for international communication uses a common (artificial)
language, owned by all mankind in equal measure.45
Other sophisticated analysis has concluded that the optimal language policy
alternative for the EU would be one employing a planned language as lingua franca
(e.g., Montagut 2004; Gobbo 2005). Other authors such as Fettes or Tonkin have
studied how a planned language could help the financial situation of the EU’s
language services (but also the UN language policy), improving at the same time
the quality of translation and interpretation. Also Christiansen (2006) sees the role
of Esperanto as a relay language and as an internal working language for the
EU institutions as the best solution in the long term. Interestingly enough, she
differentiates between the short and the long term, and in fact, her best solution in
the short term is a different one and includes the use of several working languages
(but no use of mother tongue), acknowledging this way that even if we accept
that Esperanto could help to solve the so-called language problem, a transition
period is nevertheless necessary, in which other language policy proposals need
to be considered. This idea also has to do with the fact that any language policy
based on Esperanto will have to face several disadvantages, being one of them the
transformation required by the educational system.
However, the main disadvantage facing this kind of proposals might be prejudice
and ignorance, which are often still deeply rooted in serious scholarship. For
example, Buchmüller-Codoni (2012) analyzes the relationships between language
policy and democracy in the European Union including the possibility of using
Esperanto, which is presented as a language very difficult to learn: “The major
drawback is probably the fact that the learning of Esperanto is very difficult, due
to the lack of books and other instruction material. It is not accessible for everyone
46 On a side note, the question of the study related to the consistency judgment under uncertainty
is adapted from one used by the seminal article on (psychological) framing effects (Tversky
and Kahneman 1981: 453), which is the basis for the whole of today’s discipline of behavioral
economics.
Linguistic Justice: An Interdisciplinary Overview of the Literature 129
statistical differences. However, the methodological limitations imply that all the
findings in the experiment are merely suggestive.
For the purposes of this chapter, it is more relevant the fact that, as Mark Fettes
(1998) reminds us, ideas about linguistic justice are far from new and can be traced
back to the origins of Esperanto. In fact, Esperanto was developed as a practical
means of achieving universal linguistic equality. In this article, he shows how social
practices of the Esperanto community reveal an unconscious realization of the ideal
of linguistic equality, even if on a small scale. Thus, without having solved the
problem of unequal linguistic ability, the community has reduced it to a minimum
through linguistic and social means. Moreover, Esperanto speakers have naturally
researched and documented linguistic rights and developed a high level of awareness
and respect for small languages. Fettes also presents the five kinds of linguistic
inequalities identified by Pool (1987) and outlines how the community tries to solve
them through Esperanto:
1. Unequal attributes of different languages. This implies arguments about linguis-
tic rights and linguistic democracy. From this perspective, equal respect should
be granted to all languages, no matter if they are more or less widely spread.
2. Unequal privileges granted to the users of different languages. According to
Fettes, the Esperanto community is able to fight against this kind of linguistic
inequality because in international meetings Esperanto has priority over the other
languages.
3. Unequal linguistic skills of different persons, which also happens in the
Esperanto community. However, in this case, beginners feel safer than usual
because (a) in Esperanto there are no dialects; (2) people often speak clearer than
natives in any language; (c) and people tend to be more patient.
4. Unequal statuses conferred on different persons by linguistic rules and customs.
5. Inequalities co-varying with language but not caused by language. This has to
do with minoritized groups, poverty in countries that used to be colonies, etc.
According to Fettes, in the Esperanto community, this kind of inequality is also
lower than in other contexts, because here there is a (growing) sense of solidarity
among the members.
In the debates about English versus Esperanto as a global lingua franca, the
future of English is far from clear. And this is so because foreign-language
acquisition (including English) involves conscious decision-making and substantial
investments of limited personal and societal resources. According to a previous
work by Fettes (1991), if English becomes ever more identified with globalization,
the latter’s negative effects (including deepening social inequalities and the loss
of linguistic and cultural diversity) may fuel the political search for linguistic
alternatives.
In fact, for the majority of young Europeans, English is seen as the language
of McDonald’s and Hollywood. In other words, a language that provides a quick
and relatively cheap gratification with little substance behind it. And this is not
Shakespeare’s English, but simple English. In this sense, the influential federalist
130 J. Alcalde
and linguist Steiner speaks of a “thin wash, marvelously fluid, but without adequate
base” (1975a: 470).
On another front, Esperanto bases its arguments on matters of principle. Two
ideas: (a) within the optimistic rationalism of the Enlightenment, a planned language
is by its very nature more easily learned than an unplanned national language; and
(b) it offers the political advantage of neutrality. However, Esperanto advocates are
forced to base their arguments on potentialities rather than hard realities, a message
which inevitably has a limited audience.
To sum up, about the future, as Piron (1994) and others have argued, as long
as international communication continues to increase, the position of some world
languages will be strengthened, but there are unforeseeable factors involved so that
English enjoys no guarantee of permanent supremacy. Whereas the future of English
is largely about economics, the future of Esperanto might be more concerned
with culture and identity. That means that in order to better describe the future
trends in this sense, the use of quantitative models might be balanced with careful
ethnographic techniques.
And it is at the level of identity that psychological factors may play a role. In
this sense, Claude Piron (1988) argues that Esperanto awakens deep unconscious
anxieties in many monolinguals: many people cannot tolerate the idea that the
language might be, in certain respects, superior to their mother tongue. This
convinced Esperantist sees the success of Esperanto as a long-term issue. “We are
not talking of the short term or of an abrupt transition. Languages do not come or go
in a few years; their waxing and waning occurs on the time scale of generations.
English has obeyed this rule, and Esperanto, for all its planned characteristics,
inevitably will as well.” The reasons for this slow process are psychological (a
radical concept needs time to be assimilated in popular consciousness), political
(few politicians will support an idea without widespread popular support), and
practical (the difficulties of teaching the language following its acceptance).
Similar to Fettes, Piron argues that different from English, Spanish, or Chinese,
Esperanto’s position will depend on the conditions for international communication
but relatively little on the economic and political balance of power. In this sense, the
rise of a politics of equality on the European and the world scale makes it plausible
that a language which belongs to no particular group can find a wider role to play.47
According to him, language equality in social relations can only be consciously
achieved, by planning and not by accident. From this perspective, English, by its
nature, represents the forces of inertia and inevitably privileges some individuals
and groups above others.
47 About neutrality, Piron has a solid argument. Whereas lexically and historically, Esperanto is
undoubtedly European (the concept of planned language has been developed in Europe while
any a posteriori project seeking global recognition is obliged to base itself largely on Indo-
European roots, whose native speakers make up approximately one-half of the world population),
linguistically, this is counterbalanced by an a priori syntactic morphology, without analogy among
Indo-European languages, and culturally by a universalistic ideological base.
Linguistic Justice: An Interdisciplinary Overview of the Literature 131
After showing that Esperanto is easier to learn than English and that Esperanto is
a better choice from a democratic perspective (i.e., no particular national language
or culture is imposed) and neutral point of view (i.e., every language retains its
status), Hans Erasmus (1998)—from the working group on the Language Problem
in the European Union—presents two proposals (including several pilot projects)
for the use of Esperanto:
(a) As a bridge language for the interpretation system within the EU, it could make
the system more efficient, enabling a wider use of minority languages; this
reminds the words by Probal Dasgupta (2008) that the main role of Esperanto
today involves people connecting to each other as an interregional language, a
role that English cannot fulfill because it suppresses regional specificities.
(b) As the first foreign language taught in schools, it could make multilingualism
attainable to many (which remind us the propaedeutic value of Esperanto),
while easing the burden on students.
From the perspective of those who work for the promotion of the least used
languages, a potential basis for cooperation with the Esperanto movement has also
been identified, based on a holistic view of linguistic and cultural diversity (Allan
Wynne Jones 1998). In fact, at least 50 million citizens of the EU use daily a
language which is not the language of the state in which they live. According to
Wynne Jones, it should be ensured that intercultural exchanges and the existence
of an international language need pose no threat to linguistic community. And this
seems easier to do through a planned language than through a national language
such as English. This author recommends the creation of a permanent unit for
language planning within an international organization and, interestingly, an advice
for the Esperanto movement: “they take time to develop a ‘business plan’ for the
next fifty or hundred years.”
Kobayashi Tsukasa (1998) offers a slightly different approach to the role of
Esperanto in international communication. Building from some experience in Japan
(in concrete, he mentions fellow Esperantists, such as Akita, Saito, and Hasegawa),
he proposes the use of Esperanto as a tool for global education. This idea is based
on the belief that foreign languages are too difficult to learn, “whether it is Asians
learning European languages or Europeans learning Chinese.” The characteristics
of Esperanto make it adequate for different purposes, such as educating seniors
(who form an ever-increasing part of the population in many parts of the world)
and helping psychiatric casualties to recover the meaning of their existence. He also
mentions the fact that books about Auschwitz, Hiroshima, Vietnam, or Yugoslavia
were first translated to Japanese from Esperanto editions.
The issue of linguistic justice has also achieved some attention from religious
studies. For example, Deguchi Kyotaro (1998) mentioned the relationship between
Esperanto and the Japanese religious organization Oomoto. According to him, a
fairer world will be characterized by “one god, one world, one interlanguage.”
Similarly, there have been several attempts to link Esperanto and the Baha’i faith.
For example, according to Farhad Pirmoradi (1998), as long as the language issue
can be linked to wider concerns, there is a role for the Esperanto movement
132 J. Alcalde
48 A detailed analysis of the linguistic perspective of the Baha’i can be found in Gregory Paul P.
there is always a relationship between language and power, which is not necessarily a positive one.
While Esperanto speakers are well aware of this and they should emphasize the point, they should
also face criticisms. In this sense, if everybody spoke Esperanto, somebody would be making a
profit out of it. Moreover, it is possible to practice linguistic discrimination using Esperanto, just as
effectively as through the use of other languages. In other words, Esperanto grammar can be used
in many different ways. Moreover, the Esperanto speech community is very effective in excluding
those people who do not speak Esperanto. According to him, efforts should be made to make
Esperanto and the Esperanto movement better known outside their own circles.
Linguistic Justice: An Interdisciplinary Overview of the Literature 133
been (unofficially) translated into this language, including those of the European
Union.
From a pure philosophical perspective, Keohane (2016) is concerned by the
fact that linguistic hegemony is linked to unjust forms of influence that remain
undetected, even by philosophers, who are supposed to challenge all unjust forms
of influence. He stresses their responsibility to think beyond any given language,
including English, which also means thinking about translation more.50 In fact,
translation studies have tackled the situations of injustice in the linguistic domain
(e.g., Steiner 1975b; Derrida 1985). According to Pupavac (2012: Chap. 5), rights
to translation have been traditionally linked to language communication rights, but
recent scholarship has shifted to study the limits and violence of translation to the
extent that anti-translation theories have ended up endorsing linguistic governance
based on ethnolinguistic rights.51
6 Law
50 On translation and linguistic justice, it is worth mentioning the recent collection Translation and
Public Policy: Interdisciplinary Perspectives and Case Studies, by González Núñez and Meylaerts
(2017).
51 From Pupavac’s perspective, such linguistic governance would have colluded with freedom of
speech. See below Sect. 6.2 on critical legal studies. For a more positive view on multilingualism
as a tool for multilingual democracy, see Pym (2013).
52 For example, from a detailed historical and legal perspective, Arias and Wiley (2015) address
the effects of language education legislation in the United States. They conclude that while it
recognizes that children who speak languages other than English require special resources to follow
instruction in English, this legislation has not established rights to promote minority languages in
education.
Linguistic Justice: An Interdisciplinary Overview of the Literature 135
legal perspective, the result is not always necessarily of interest for the purposes of
this chapter.
One of the major authors is Jacqueline Mowbray. In a recent article (Mowbray
2011), she explores how international law, as a discourse, approaches questions of
language policy through two concepts: equality and culture. The conclusion is that
the language of international law can be used to advance (but also to limit) claims
by minority groups to use their own languages in different social contexts, claims
which are presented as of linguistic justice.
The same author expands this matter in a book (Mowbray 2012) by analyzing the
many disparate fields of international law which affect language use both directly
(e.g., human rights, minority rights, and cultural heritage laws) and indirectly (inter-
national trade law and international labor standards, among others). Of particular
interest are Sect. 4 (the politics of language) and Sect. 5 (language and participation
in public life), in which the author proposes a course of action to achieve greater
linguistic justice. In my opinion, the most relevant aspect for the purposes of this
chapter is the fact that it includes all the relevant legal provisions that can (legally)
justify a concrete language policy choice. In other words, it provides legal arguments
to many of the proposals that an analysis of public policy could find as the most
desirable ones from a language justice perspective.
Beyond domestic legislations, Vizi (2016) shows that the territoriality principle
also emerges in international documents, such as the European Charter for Regional
and Minority Languages and the Framework Convention for the Protection of
National Minorities. While states often use territorial requirements as a tool of
political control over minority language use, the interpretation of their obligations
under the two Council of Europe treaties would require a more practical and
technical approach to territorial limitations.
The issue of linguistic justice with regard to intellectual property rights has been
tackled by Falquet et al. (2008). In the same domain, Gazzola and Volpe (2014)
assess the fairness of the language regime of the European Patent Office. After
estimating the language-related costs of asymmetries among European applicants,
the authors explore two possible alternative language regimes based on introducing
a centralized system of financial compensation that covers translation costs borne
by European applicants whose first language is not one of the official languages of
the EPO. The conclusion is that “more multilingualism can be cheaper than less
multilingualism, provided that implicit costs are taken into account.”
Still in this field we can find several articles on linguistic justice for sign language
peoples, such as Batterbury (2012), which argues that a sign language policy (i.e.,
recognizing the minority language status of sign language peoples) is necessary
for language justice. The author affirms that the UN Convention on the Rights of
Persons with Disabilities, by employing a human rights approach, offers a regulatory
context that could allow a shift in policy discourse toward the eventual promulgation
of the minority sign language policy.53
53 For a recent research on sign language rights in Canada, see Paul and Snoddon (2017).
136 J. Alcalde
Generally speaking, critical legal scholars are skeptical about legal multiculturalism,
because they think that official recognition of cultural rights may collide with
fundamental rights.55 In a recent work, Pupavac (2012) offers solid criticisms to
some of the main policies promoted by multiculturalists, language right advocates,
and ecolinguists. She takes an interdisciplinary approach to argue that the defense
of language rights is shifting from protecting freedom of speech—which should be
its main task—to expanding structures of linguistic governance, which essentially
represent a western community of states and NGOs. In her view, by using
international law against linguistic imperialism, linguistic human rights advocates
are legitimizing situations of legal imperialism.
She builds from the experience of the former Yugoslavia to claim that both
international security approaches and theories of justice based on cultural rights
may foster ethnolinguistic divisions. In Bosnia, assuming that identity-based groups
could be reconciled through recognition, people have been fixed into categories of
difference. This way, their potential to develop relationships beyond their group has
been undermined, and exclusionary projects have been promoted. According to her,
such policies based on ecolinguistic thinking have implied the social reproduction of
ethnic differences and the expansion of external governance of communities, with
negative consequences for civil and political freedoms of the citizens, including
the restriction of minorities’ freedom of speech and cultural expression under hate
speech (and counterterrorism) legislation.
On another front, Pupavac criticizes those sociolinguists who link language rights
violations with the notion of “genocide” or with “crimes against humanity,” because
by assuming the neutrality of international criminal law, they are in fact expanding
the reasons for western liberal military interventions.
Additionally, she points out that if the expansion of English as a lingua franca
represents a form of linguistic imperialism, also the expansion of international
tribunals—with a jurisprudence dominated by western powers and the English or
French languages—should be considered a form of legal linguistic imperialism.
Her criticisms also include the formal recognition of cultural rights. According to
Pupavac, championing such rights has taken place in places such as Bosnia in order
54 One example is Hotta (2012), with the appealing title “Linguistic Justice: A Linguistic Analysis
to increase the legitimacy of the state-building efforts and to help people identify
with the new state’s institutions, without providing real political self-determination.
To sum up, Pupavac’s view is critical with multiculturalists, language right
advocates, and ecolinguists, because in her view the legal multiculturalism that
follows from those approaches end up in situations of political injustice. By keeping
always in mind the great picture, this approach is useful to remind us that language
policies cannot be planned in isolation. However, whereas the critical perspective
within this approach is rigorously built, the constructive approach to improve the
current system of linguistic governance is less developed.
7 Conclusions
This chapter has presented most of the main theories about linguistic justice that
can be found in the literature. Although this is quite a new a topic, there are
already relevant and influential studies that have tackled it. And they are growing
exponentially.
In general, political philosophy seems to be the discipline with the highest
amount of proposals that have been made with the aim of influencing concrete poli-
cies. Whereas some link language justice with the promotion of language diversity,
others give more importance to other issues, such as equality of opportunities. In a
way, this is a more sophisticated version of the classic debate between the identity vs
the communicative dimension of languages. Also, the theories that defend language
diversity tend to criticize the role of English as a global lingua franca.
On another front, some of the most promising economic perspectives are the
ones that differentiate between efficiency and fairness, as well as between allocation
and distribution of resources. By creating more and more refined versions of public
policy analysis, they are able to show different preferred results, depending on the
objectives stated. A first potential for interdisciplinary collaboration is identified
here. In other words, economists can use philosophical theories to decide which
aims to prioritize and, therefore, which policy to pursue.
The relationship between philosophy and sociolinguistics also has a big poten-
tial for synergy. Therefore, detailed information about language diversity in the
world and its trends, the phenomena of bilingualism and multilingualism, or
the importance of mother tongue education can all illuminate political thinkers’
understanding of language and help to refine their theories. Also, collaboration with
the ecolinguistic paradigm can improve their analysis in various ways, such as by
taking into account language rights, but also the effects of the situations in which
different languages are in contact, and even the responsibilities of those who are
privileged by current language regimes.
We cannot forget the first authors that were interested in these kinds of issues.
From this perspective, interlinguistics is the discipline that has shown a genuine
sensibility for the topic, arguably from its birth. The research of such authors show
that they can add valuable and inspiring insights as complementary elements to
138 J. Alcalde
every possible solution to language injustice, which could include the use, for
certain purposes, of an auxiliary and neutral planned language.
Finally, the contributions of the legal scholars have already gone beyond the too-
vague category of linguistic human rights to present frameworks in which different
policies can be legally based. In this sense, when confronted with the choice of a
particular language policy that will maximize a particular understanding of language
justice, it should always be possible to use a legal text to make its legitimation
stronger.
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